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 6-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 | $17,051 | $82,664-79.4% | $125,339-86.4% | $68,494-75.1% |
| Participation rate | 51.0% | 75.0%-24.0pp | 82.4%-31.3pp | 67.9%-16.9pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,193 | $3,381-64.7% | $4,814-75.2% | $2,596-54.1% |
| Participant deferral / active EE | $1,652 | $6,110-73.0% | $7,446-77.8% | $4,027-59.0% |
| Admin fee / account holder | $11,002 | $6,275+75.3% | $10,010+9.9% | $5,403+103.6% |