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 | $17,015 | $88,707-80.8% | $74,183-77.1% | $273,961-93.8% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 8.62% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $587 | $3,159-81.4% | $2,370-75.2% | $4,869-87.9% |
| Participant deferral / active EE | $119 | $4,212-97.2% | $3,550-96.7% | $5,287-97.8% |
| Admin fee / account holder | $4,356 | $8,717-50.0% | $5,586-22.0% | $10,132-57.0% |