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 | $12,316 | $76,000-83.8% | $154,107-92.0% | $64,186-80.8% |
| Participation rate | 50.9% | 70.4%-19.5pp | 83.0%-32.2pp | 69.6%-18.7pp |
| Annual return | -6.38% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,014 | $3,351-69.7% | $5,298-80.9% | $2,381-57.4% |
| Participant deferral / active EE | $668 | $3,175-79.0% | $5,081-86.8% | $3,470-80.7% |
| Admin fee / account holder | $1,983 | $5,596-64.6% | $13,411-85.2% | $4,888-59.4% |