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 | $5,298 | $99,079-94.7% | $77,999-93.2% | $273,961-98.1% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.5%-58.9pp | 83.0%-66.3pp |
| Annual return | 6.20% | 217.93%-211.7pp | 425.96%-419.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $541 | $3,308-83.6% | $2,470-78.1% | $4,869-88.9% |
| Participant deferral / active EE | $803 | $4,306-81.4% | $3,497-77.1% | $5,287-84.8% |
| Admin fee / account holder | $3,636 | $8,954-59.4% | $5,480-33.7% | $10,132-64.1% |