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 | $10,235 | $49,177-79.2% | $79,464-87.1% | $64,186-84.1% |
| Participation rate | 59.0% | 65.0%-6.0pp | 73.3%-14.3pp | 69.6%-10.6pp |
| Annual return | -5.35% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $248 | $2,076-88.1% | $2,800-91.1% | $2,381-89.6% |
| Participant deferral / active EE | $407 | $2,821-85.6% | $3,704-89.0% | $3,470-88.3% |
| Admin fee / account holder | $5,651 | $3,839+47.2% | $5,113+10.5% | $4,888+15.6% |