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 | $10,761 | $100,754-89.3% | $86,677-87.6% | $134,475-92.0% |
| Participation rate | 28.6% | 78.9%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -13.84% | 29.04%-42.9pp | 35.91%-49.7pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,009 | $3,489-71.1% | $2,836-64.4% | $4,740-78.7% |
| Participant deferral / active EE | $1,019 | $5,338-80.9% | $4,656-78.1% | $6,400-84.1% |
| Admin fee / account holder | $5,882 | $10,926-46.2% | $7,493-21.5% | $11,426-48.5% |