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 | $11,803 | $78,694-85.0% | $67,652-82.6% | $125,391-90.6% |
| Participation rate | 54.2% | 78.8%-24.6pp | 75.7%-21.5pp | 83.2%-29.0pp |
| Annual return | -2.41% | 9.46%-11.9pp | 6625.04%-6627.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $866 | $3,044-71.6% | $2,266-61.8% | $4,866-82.2% |
| Participant deferral / active EE | $888 | $4,292-79.3% | $3,560-75.1% | $5,352-83.4% |
| Admin fee / account holder | $3,340 | $7,403-54.9% | $4,821-30.7% | $9,540-65.0% |