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 9-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 | $5,605 | $45,152-87.6% | $73,843-92.4% | $59,632-90.6% |
| Participation rate | 67.9% | 64.0%+3.8pp | 73.4%-5.6pp | 68.7%-0.8pp |
| Annual return | -2.60% | 27.40%-30.0pp | 2267.84%-2270.4pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $404 | $1,902-78.7% | $2,787-85.5% | $2,203-81.6% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,015 | $3,516-71.1% | $4,880-79.2% | $4,297-76.4% |