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 | $15,037 | $71,883-79.1% | $86,677-82.7% | $68,494-78.0% |
| Participation rate | 58.1% | 72.2%-14.1pp | 76.6%-18.4pp | 67.9%-9.7pp |
| Annual return | -16.71% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $994 | $2,173-54.2% | $2,836-64.9% | $2,596-61.7% |
| Participant deferral / active EE | $1,666 | $3,779-55.9% | $4,656-64.2% | $4,027-58.6% |
| Admin fee / account holder | $3,073 | $6,112-49.7% | $7,493-59.0% | $5,403-43.1% |