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 | $9,706 | $99,079-90.2% | $77,999-87.6% | $273,961-96.5% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.5%-29.4pp | 83.0%-36.9pp |
| Annual return | 3.58% | 217.93%-214.3pp | 425.96%-422.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $390 | $4,306-90.9% | $3,497-88.9% | $5,287-92.6% |
| Admin fee / account holder | $4,345 | $8,954-51.5% | $5,480-20.7% | $10,132-57.1% |