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 8-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 | $8,881 | $69,010-87.1% | $159,960-94.4% | $68,494-87.0% |
| Participation rate | 28.9% | 65.4%-36.5pp | 78.0%-49.1pp | 67.9%-39.0pp |
| Annual return | -19.27% | -9.65%-9.6pp | 408.60%-427.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $472 | $2,213-78.7% | $4,226-88.8% | $2,596-81.8% |
| Participant deferral / active EE | $523 | $4,212-87.6% | $6,182-91.5% | $4,027-87.0% |
| Admin fee / account holder | $561 | $4,798-88.3% | $8,698-93.6% | $5,403-89.6% |