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 | $6,456 | $127,777-94.9% | $106,548-93.9% | $167,490-96.1% |
| Participation rate | 68.8% | 78.3%-9.5pp | 76.1%-7.4pp | 82.1%-13.4pp |
| Annual return | 15.84% | 33.87%-18.0pp | 26.80%-11.0pp | 478.56%-462.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $764 | $5,087-85.0% | $4,398-82.6% | $6,341-88.0% |
| Admin fee / account holder | $1,467 | $11,228-86.9% | $7,407-80.2% | $12,309-88.1% |