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 | $6,687 | $59,107-88.7% | $86,436-92.3% | $68,494-90.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -17.83% | -0.23%-17.6pp | 4394.89%-4412.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $611 | $2,519-75.8% | $3,769-83.8% | $2,596-76.5% |
| Participant deferral / active EE | $1,267 | $5,901-78.5% | $6,952-81.8% | $4,027-68.5% |
| Admin fee / account holder | $5,204 | $5,637-7.7% | $6,731-22.7% | $5,403-3.7% |