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 10-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 | $6,807 | $54,229-87.4% | $70,092-90.3% | $68,494-90.1% |
| Participation rate | 38.5% | 64.5%-26.0pp | 70.5%-32.0pp | 67.9%-29.4pp |
| Annual return | -19.11% | -13.87%-5.2pp | 190.73%-209.8pp | -7.84%-11.3pp |
| Employer contribution / active EE | $511 | $2,018-74.7% | $2,559-80.0% | $2,596-80.3% |
| Participant deferral / active EE | $15 | $2,956-99.5% | $3,849-99.6% | $4,027-99.6% |
| Admin fee / account holder | $1,412 | $4,694-69.9% | $6,267-77.5% | $5,403-73.9% |