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 | $28,672 | $110,094-74.0% | $151,611-81.1% | $68,494-58.1% |
| Participation rate | 58.2% | 84.0%-25.8pp | 87.5%-29.3pp | 67.9%-9.7pp |
| Annual return | -10.93% | -10.12%-0.8pp | 3.33%-14.3pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,609 | $4,471-64.0% | $6,166-73.9% | $2,596-38.0% |
| Participant deferral / active EE | $2,881 | $6,527-55.9% | $8,363-65.6% | $4,027-28.5% |
| Admin fee / account holder | $9,129 | $7,719+18.3% | $11,616-21.4% | $5,403+69.0% |