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 | $16,947 | $62,603-72.9% | $104,294-83.8% | $66,914-74.7% |
| Participation rate | 3.7% | 59.6%-55.9pp | 73.3%-69.5pp | 69.8%-66.1pp |
| Annual return | -15.23% | -14.70%-0.5pp | 24.61%-39.8pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $41 | $2,853-98.5% | $4,625-99.1% | $4,237-99.0% |
| Admin fee / account holder | $3,031 | $656+362.3% | $7,339-58.7% | $593+410.9% |