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 | $4,794 | $82,664-94.2% | $125,339-96.2% | $68,494-93.0% |
| Participation rate | 53.8% | 75.0%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,043 | $3,381-69.1% | $4,814-78.3% | $2,596-59.8% |
| Participant deferral / active EE | $2,409 | $6,110-60.6% | $7,446-67.6% | $4,027-40.2% |
| Admin fee / account holder | $350 | $6,275-94.4% | $10,010-96.5% | $5,403-93.5% |