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 | $12,934 | $42,548-69.6% | $74,550-82.7% | $56,287-77.0% |
| Participation rate | 43.8% | 60.5%-16.7pp | 69.1%-25.3pp | 69.9%-26.1pp |
| Annual return | -5.28% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $379 | $855-55.6% | $1,961-80.7% | $2,111-82.0% |
| Participant deferral / active EE | $978 | $2,277-57.1% | $3,108-68.5% | $3,350-70.8% |
| Admin fee / account holder | $1,685 | $467+260.6% | $5,060-66.7% | $521+223.4% |