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 | $9,945 | $59,805-83.4% | $79,550-87.5% | $68,494-85.5% |
| Participation rate | 14.8% | 61.1%-46.2pp | 69.5%-54.7pp | 67.9%-53.1pp |
| Annual return | -14.95% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $916 | $3,024-69.7% | $3,985-77.0% | $4,027-77.3% |
| Admin fee / account holder | $2,088 | $4,835-56.8% | $6,832-69.4% | $5,403-61.4% |