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 8-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 | $4,337 | $82,286-94.7% | $68,791-93.7% | $134,475-96.8% |
| Participation rate | 13.0% | 75.1%-62.0pp | 69.0%-56.0pp | 81.2%-68.2pp |
| Annual return | -13.50% | -2.19%-11.3pp | -6.38%-7.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $684 | $4,739-85.6% | $3,941-82.6% | $6,400-89.3% |
| Admin fee / account holder | $2,383 | $6,481-63.2% | $4,932-51.7% | $11,426-79.1% |