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 | $12,603 | $50,958-75.3% | $74,550-83.1% | $64,186-80.4% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.1%-4.6pp | 69.6%-5.0pp |
| Annual return | -3.27% | -1.86%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $629 | $1,115-43.6% | $1,961-67.9% | $2,381-73.6% |
| Participant deferral / active EE | $308 | $2,301-86.6% | $3,108-90.1% | $3,470-91.1% |
| Admin fee / account holder | $1,813 | $4,223-57.1% | $5,060-64.2% | $4,888-62.9% |