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 | $8,151 | $72,177-88.7% | $115,037-92.9% | $59,632-86.3% |
| Participation rate | 63.9% | 72.6%-8.7pp | 81.4%-17.5pp | 68.7%-4.8pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,054 | $2,841-62.9% | $4,608-77.1% | $2,203-52.1% |
| Participant deferral / active EE | $1,637 | $4,783-65.8% | $6,026-72.8% | $3,192-48.7% |
| Admin fee / account holder | $495 | $4,927-90.0% | $8,175-93.9% | $4,297-88.5% |