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 | $3,747 | $59,805-93.7% | $79,550-95.3% | $68,494-94.5% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.5%-31.0pp | 67.9%-29.4pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $538 | $1,505-64.2% | $2,413-77.7% | $2,596-79.3% |
| Participant deferral / active EE | $1,019 | $3,024-66.3% | $3,985-74.4% | $4,027-74.7% |
| Admin fee / account holder | $379 | $4,835-92.2% | $6,832-94.4% | $5,403-93.0% |