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 | $5,774 | $138,065-95.8% | $123,544-95.3% | $135,375-95.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -2.56% | 153.68%-156.2pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,329 | $5,151-35.4% | $4,628-28.1% | $4,779-30.3% |
| Participant deferral / active EE | $564 | $6,799-91.7% | $6,426-91.2% | $5,609-89.9% |
| Admin fee / account holder | $30,751 | $10,916+181.7% | $9,284+231.2% | $10,827+184.0% |