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 | $17,773 | $52,903-66.4% | $73,307-75.8% | $59,632-70.2% |
| Participation rate | 56.1% | 68.2%-12.1pp | 74.9%-18.8pp | 68.7%-12.5pp |
| Annual return | -1.12% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,115 | $1,909-41.6% | $3,237-65.6% | $2,203-49.4% |
| Participant deferral / active EE | $1,503 | $4,069-63.1% | $4,991-69.9% | $3,192-52.9% |
| Admin fee / account holder | $9,171 | $3,834+139.2% | $5,637+62.7% | $4,297+113.4% |