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 | $9,007 | $73,867-87.8% | $143,757-93.7% | $68,494-86.8% |
| Participation rate | 23.3% | 66.7%-43.4pp | 80.3%-57.1pp | 67.9%-44.6pp |
| Annual return | -15.56% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $403 | $3,184-87.3% | $4,951-91.9% | $2,596-84.5% |
| Participant deferral / active EE | $720 | $3,384-78.7% | $5,637-87.2% | $4,027-82.1% |
| Admin fee / account holder | $3,868 | $5,755-32.8% | $14,673-73.6% | $5,403-28.4% |