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 | $21,759 | $66,302-67.2% | $110,238-80.3% | $56,287-61.3% |
| Participation rate | 23.8% | 74.9%-51.1pp | 79.8%-56.0pp | 69.9%-46.0pp |
| Annual return | -5.59% | -1.18%-4.4pp | 314.74%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,041 | $3,381-69.2% | $4,672-77.7% | $3,350-68.9% |
| Admin fee / account holder | $5,076 | $698+626.7% | $8,547-40.6% | $521+874.4% |