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 | $13,504 | $57,354-76.5% | $83,848-83.9% | $64,186-79.0% |
| Participation rate | 66.0% | 68.6%-2.6pp | 76.1%-10.1pp | 69.6%-3.5pp |
| Annual return | -6.06% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,076 | $2,545-57.7% | $3,631-70.4% | $2,381-54.8% |
| Participant deferral / active EE | $1,218 | $2,993-59.3% | $4,082-70.2% | $3,470-64.9% |
| Admin fee / account holder | $991 | $4,046-75.5% | $5,478-81.9% | $4,888-79.7% |