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 | $13,038 | $59,805-78.2% | $79,550-83.6% | $68,494-81.0% |
| Participation rate | 44.3% | 61.1%-16.8pp | 69.5%-25.2pp | 67.9%-23.6pp |
| Annual return | -17.11% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $824 | $1,505-45.2% | $2,413-65.8% | $2,596-68.3% |
| Participant deferral / active EE | $1,033 | $3,024-65.9% | $3,985-74.1% | $4,027-74.4% |
| Admin fee / account holder | $4,026 | $4,835-16.7% | $6,832-41.1% | $5,403-25.5% |