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 | $17,245 | $64,707-73.3% | $112,228-84.6% | $68,494-74.8% |
| Participation rate | 41.4% | 67.2%-25.8pp | 75.1%-33.7pp | 67.9%-26.5pp |
| Annual return | -19.40% | -11.40%-8.0pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $927 | $2,746-66.2% | $3,635-74.5% | $2,596-64.3% |
| Participant deferral / active EE | $1,371 | $3,565-61.5% | $4,728-71.0% | $4,027-66.0% |
| Admin fee / account holder | $1,509 | $5,232-71.2% | $6,410-76.5% | $5,403-72.1% |