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 5-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 | $11,886 | $70,428-83.1% | $96,562-87.7% | $85,850-86.2% |
| Participation rate | 14.0% | 61.8%-47.9pp | 69.8%-55.9pp | 69.3%-55.4pp |
| Annual return | 21.86% | 18.59%+3.3pp | 37.78%-15.9pp | 318.53%-296.7pp |
| Employer contribution / active EE | $629 | $1,413-55.5% | $2,356-73.3% | $2,565-75.5% |
| Participant deferral / active EE | $834 | $2,894-71.2% | $3,849-78.3% | $3,952-78.9% |
| Admin fee / account holder | $1,065 | $4,997-78.7% | $6,181-82.8% | $6,260-83.0% |