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 8-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 | $4,337 | $64,707-93.3% | $112,228-96.1% | $68,494-93.7% |
| Participation rate | 8.8% | 67.2%-58.3pp | 75.1%-66.2pp | 67.9%-59.1pp |
| Annual return | 48.68% | -11.40%+60.1pp | 27.45%+21.2pp | -7.84%+56.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $124 | $3,565-96.5% | $4,728-97.4% | $4,027-96.9% |
| Admin fee / account holder | $1,050 | $5,232-79.9% | $6,410-83.6% | $5,403-80.6% |