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 | $17,563 | $91,538-80.8% | $129,995-86.5% | $75,163-76.6% |
| Participation rate | 36.5% | 71.4%-34.9pp | 78.5%-41.9pp | 67.2%-30.7pp |
| Annual return | 20.68% | -631.11%+651.8pp | -137.18%+157.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,492 | $4,341-65.6% | $5,820-74.4% | $4,125-63.8% |
| Admin fee / account holder | $2,380 | $6,790-64.9% | $10,614-77.6% | $5,651-57.9% |