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 | $19,157 | $55,449-65.5% | $83,848-77.2% | $56,287-66.0% |
| Participation rate | 60.6% | 68.0%-7.4pp | 76.1%-15.6pp | 69.9%-9.3pp |
| Annual return | -0.83% | -1.38%+0.6pp | 850.88%-851.7pp | -9.96%+9.1pp |
| Employer contribution / active EE | $4,853 | $2,430+99.7% | $3,631+33.7% | $2,111+129.9% |
| Participant deferral / active EE | $1,027 | $2,935-65.0% | $4,082-74.8% | $3,350-69.3% |
| Admin fee / account holder | $1,872 | $656+185.3% | $5,478-65.8% | $521+259.3% |