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 6-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 | $7,666 | $37,393-79.5% | $77,024-90.0% | $66,914-88.5% |
| Participation rate | 30.4% | 52.9%-22.5pp | 67.9%-37.5pp | 69.8%-39.4pp |
| Annual return | -17.91% | -3.29%-14.6pp | 42.32%-60.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $506 | $1,531-67.0% | $2,812-82.0% | $2,544-80.1% |
| Participant deferral / active EE | $193 | $2,617-92.6% | $4,426-95.6% | $4,237-95.4% |
| Admin fee / account holder | $389 | $567-31.4% | $5,425-92.8% | $593-34.5% |