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 | $13,657 | $77,813-82.4% | $123,544-88.9% | $64,186-78.7% |
| Participation rate | 21.9% | 74.7%-52.8pp | 82.3%-60.4pp | 69.6%-47.7pp |
| Annual return | -3.38% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $738 | $5,240-85.9% | $6,426-88.5% | $3,470-78.7% |
| Admin fee / account holder | $14,023 | $5,519+154.1% | $9,284+51.0% | $4,888+186.9% |