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 | $24,719 | $81,900-69.8% | $119,609-79.3% | $68,494-63.9% |
| Participation rate | 41.4% | 71.9%-30.5pp | 79.3%-37.9pp | 67.9%-26.5pp |
| Annual return | -17.90% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,041 | $2,693-61.3% | $4,232-75.4% | $2,596-59.9% |
| Participant deferral / active EE | $1,522 | $4,148-63.3% | $5,602-72.8% | $4,027-62.2% |
| Admin fee / account holder | $481 | $6,582-92.7% | $10,323-95.3% | $5,403-91.1% |