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 3-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 | $8,719 | $65,435-86.7% | $86,677-89.9% | $66,914-87.0% |
| Participation rate | 32.7% | 75.5%-42.8pp | 76.6%-43.9pp | 69.8%-37.1pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $807 | $2,153-62.5% | $2,836-71.5% | $2,544-68.3% |
| Participant deferral / active EE | $1,794 | $4,100-56.2% | $4,656-61.5% | $4,237-57.6% |
| Admin fee / account holder | $1,638 | $642+155.4% | $7,493-78.1% | $593+176.2% |