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 | $17,160 | $94,529-81.8% | $140,016-87.7% | $64,186-73.3% |
| Participation rate | 50.6% | 84.1%-33.5pp | 87.5%-36.9pp | 69.6%-19.0pp |
| Annual return | -5.12% | 7.77%-12.9pp | 651.12%-656.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $649 | $5,250-87.6% | $6,927-90.6% | $3,470-81.3% |
| Admin fee / account holder | $635 | $6,741-90.6% | $10,705-94.1% | $4,888-87.0% |