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 | $3,734 | $84,527-95.6% | $67,711-94.5% | $125,391-97.0% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -2.74% | 2.57%-5.3pp | 25.41%-28.1pp | 282.22%-285.0pp |
| Employer contribution / active EE | $280 | $3,292-91.5% | $2,559-89.1% | $4,866-94.2% |
| Participant deferral / active EE | $280 | $4,429-93.7% | $3,585-92.2% | $5,352-94.8% |
| Admin fee / account holder | $3,395 | $5,340-36.4% | $4,255-20.2% | $9,540-64.4% |