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 | $15,764 | $58,577-73.1% | $83,333-81.1% | $64,186-75.4% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -4.57% | 9.65%-14.2pp | 10.63%-15.2pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,071 | $2,098-49.0% | $3,379-68.3% | $2,381-55.0% |
| Participant deferral / active EE | $1,503 | $4,654-67.7% | $5,565-73.0% | $3,470-56.7% |
| Admin fee / account holder | $8,927 | $9,275-3.8% | $7,510+18.9% | $4,888+82.6% |