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 | $18,809 | $61,660-69.5% | $80,019-76.5% | $64,186-70.7% |
| Participation rate | 25.0% | 71.7%-46.7pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | -6.74% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $504 | $1,810-72.2% | $2,468-79.6% | $2,381-78.8% |
| Participant deferral / active EE | $975 | $2,968-67.1% | $3,686-73.5% | $3,470-71.9% |
| Admin fee / account holder | $3,250 | $5,417-40.0% | $6,521-50.2% | $4,888-33.5% |