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 6-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 | $15,026 | $64,707-76.8% | $112,228-86.6% | $68,494-78.1% |
| Participation rate | 64.9% | 67.2%-2.2pp | 75.1%-10.1pp | 67.9%-3.0pp |
| Annual return | -16.41% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $893 | $2,746-67.5% | $3,635-75.4% | $2,596-65.6% |
| Participant deferral / active EE | $1,284 | $3,565-64.0% | $4,728-72.8% | $4,027-68.1% |
| Admin fee / account holder | $3,993 | $5,232-23.7% | $6,410-37.7% | $5,403-26.1% |