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 | $12,918 | $79,944-83.8% | $98,439-86.9% | $75,163-82.8% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 18.65% | 19.75%-1.1pp | 21.16%-2.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $600 | $2,264-73.5% | $3,048-80.3% | $2,670-77.5% |
| Participant deferral / active EE | $630 | $3,752-83.2% | $4,738-86.7% | $4,125-84.7% |
| Admin fee / account holder | $558 | $6,840-91.8% | $8,948-93.8% | $5,651-90.1% |