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 | $14,413 | $71,883-79.9% | $86,677-83.4% | $68,494-79.0% |
| Participation rate | 52.8% | 72.2%-19.5pp | 76.6%-23.8pp | 67.9%-15.1pp |
| Annual return | -15.56% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $963 | $2,173-55.7% | $2,836-66.1% | $2,596-62.9% |
| Participant deferral / active EE | $1,653 | $3,779-56.2% | $4,656-64.5% | $4,027-58.9% |
| Admin fee / account holder | $7,304 | $6,112+19.5% | $7,493-2.5% | $5,403+35.2% |