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 7-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 | $14,318 | $59,805-76.1% | $79,550-82.0% | $68,494-79.1% |
| Participation rate | 46.8% | 61.1%-14.3pp | 69.5%-22.7pp | 67.9%-21.1pp |
| Annual return | -15.61% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $539 | $1,505-64.2% | $2,413-77.7% | $2,596-79.3% |
| Participant deferral / active EE | $1,142 | $3,024-62.2% | $3,985-71.3% | $4,027-71.6% |
| Admin fee / account holder | $886 | $4,835-81.7% | $6,832-87.0% | $5,403-83.6% |