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 4-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 | $3,851 | $73,867-94.8% | $143,757-97.3% | $68,494-94.4% |
| Participation rate | 8.9% | 66.7%-57.8pp | 80.3%-71.4pp | 67.9%-59.0pp |
| Annual return | 19.21% | 1.01%+18.2pp | -0.04%+19.2pp | -7.84%+27.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $287 | $3,384-91.5% | $5,637-94.9% | $4,027-92.9% |
| Admin fee / account holder | $407 | $5,755-92.9% | $14,673-97.2% | $5,403-92.5% |