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 | $11,442 | $100,754-88.6% | $86,677-86.8% | $134,475-91.5% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -14.30% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,399 | $3,489-59.9% | $2,836-50.7% | $4,740-70.5% |
| Participant deferral / active EE | $1,392 | $5,338-73.9% | $4,656-70.1% | $6,400-78.3% |
| Admin fee / account holder | $1,284 | $10,926-88.2% | $7,493-82.9% | $11,426-88.8% |