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 | $8,325 | $82,664-89.9% | $125,339-93.4% | $68,494-87.8% |
| Participation rate | 53.6% | 75.0%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,273 | $3,381-62.4% | $4,814-73.6% | $2,596-51.0% |
| Participant deferral / active EE | $1,766 | $6,110-71.1% | $7,446-76.3% | $4,027-56.2% |
| Admin fee / account holder | $1,148 | $6,275-81.7% | $10,010-88.5% | $5,403-78.7% |