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 6-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 | $7,691 | $83,908-90.8% | $68,509-88.8% | $125,391-93.9% |
| Participation rate | 30.0% | 78.2%-48.2pp | 74.7%-44.7pp | 83.2%-53.2pp |
| Annual return | -2.62% | 14.48%-17.1pp | 8.27%-10.9pp | 282.22%-284.8pp |
| Employer contribution / active EE | $434 | $3,031-85.7% | $2,278-80.9% | $4,866-91.1% |
| Participant deferral / active EE | $574 | $4,125-86.1% | $3,382-83.0% | $5,352-89.3% |
| Admin fee / account holder | $827 | $8,982-90.8% | $5,275-84.3% | $9,540-91.3% |