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 | $10,916 | $138,065-92.1% | $123,544-91.2% | $135,375-91.9% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -2.45% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $963 | $5,151-81.3% | $4,628-79.2% | $4,779-79.9% |
| Participant deferral / active EE | $2,072 | $6,799-69.5% | $6,426-67.8% | $5,609-63.1% |
| Admin fee / account holder | $7,237 | $10,916-33.7% | $9,284-22.1% | $10,827-33.2% |