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 5-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 | $23,777 | $86,655-72.6% | $119,609-80.1% | $66,914-64.5% |
| Participation rate | 45.7% | 75.6%-29.9pp | 79.3%-33.5pp | 69.8%-24.1pp |
| Annual return | -16.08% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,111 | $2,536-56.2% | $4,232-73.7% | $2,544-56.3% |
| Participant deferral / active EE | $2,007 | $4,358-53.9% | $5,602-64.2% | $4,237-52.6% |
| Admin fee / account holder | $1,088 | $755+44.1% | $10,323-89.5% | $593+83.3% |