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 | $19,818 | $71,883-72.4% | $86,677-77.1% | $68,494-71.1% |
| Participation rate | 26.9% | 72.2%-45.3pp | 76.6%-49.7pp | 67.9%-41.0pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $682 | $2,173-68.6% | $2,836-76.0% | $2,596-73.7% |
| Participant deferral / active EE | $1,396 | $3,779-63.0% | $4,656-70.0% | $4,027-65.3% |
| Admin fee / account holder | $425 | $6,112-93.0% | $7,493-94.3% | $5,403-92.1% |