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 | $7,640 | $44,850-83.0% | $60,547-87.4% | $59,632-87.2% |
| Participation rate | 60.0% | 59.5%+0.5pp | 68.0%-8.0pp | 68.7%-8.7pp |
| Annual return | 0.01% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,753 | $1,462+19.9% | $2,419-27.6% | $2,203-20.4% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $780 | $3,635-78.5% | $4,536-82.8% | $4,297-81.8% |