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 7-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 | $4,125 | $45,863-91.0% | $77,024-94.6% | $68,494-94.0% |
| Participation rate | 61.3% | 55.9%+5.4pp | 67.9%-6.6pp | 67.9%-6.6pp |
| Annual return | -16.19% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $314 | $1,650-81.0% | $2,812-88.8% | $2,596-87.9% |
| Participant deferral / active EE | $731 | $2,962-75.3% | $4,426-83.5% | $4,027-81.9% |
| Admin fee / account holder | $2,197 | $3,041-27.7% | $5,425-59.5% | $5,403-59.3% |