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 | $17,279 | $50,958-66.1% | $74,550-76.8% | $64,186-73.1% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -3.69% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $576 | $1,115-48.3% | $1,961-70.6% | $2,381-75.8% |
| Participant deferral / active EE | $847 | $2,301-63.2% | $3,108-72.7% | $3,470-75.6% |
| Admin fee / account holder | $11,174 | $4,223+164.6% | $5,060+120.8% | $4,888+128.6% |