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 | $7,131 | $65,061-89.0% | $143,757-95.0% | $66,914-89.3% |
| Participation rate | 44.8% | 65.2%-20.4pp | 80.3%-35.5pp | 69.8%-25.0pp |
| Annual return | -12.08% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $528 | $2,361-77.6% | $4,951-89.3% | $2,544-79.2% |
| Participant deferral / active EE | $661 | $2,919-77.4% | $5,637-88.3% | $4,237-84.4% |
| Admin fee / account holder | $1,340 | $502+167.1% | $14,673-90.9% | $593+126.0% |