See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,866 | $72,177-84.9% | $115,037-90.6% | $59,632-81.8% |
| Participation rate | 34.3% | 72.6%-38.3pp | 81.4%-47.1pp | 68.7%-34.4pp |
| Annual return | -1.88% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $863 | $4,783-82.0% | $6,026-85.7% | $3,192-73.0% |
| Admin fee / account holder | $21,532 | $4,927+337.0% | $8,175+163.4% | $4,297+401.1% |