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 9-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 | $14,330 | $64,707-77.9% | $112,228-87.2% | $68,494-79.1% |
| Participation rate | 31.7% | 67.2%-35.4pp | 75.1%-43.4pp | 67.9%-36.2pp |
| Annual return | -17.57% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $764 | $2,746-72.2% | $3,635-79.0% | $2,596-70.6% |
| Participant deferral / active EE | $988 | $3,565-72.3% | $4,728-79.1% | $4,027-75.5% |
| Admin fee / account holder | $1,738 | $5,232-66.8% | $6,410-72.9% | $5,403-67.8% |