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 | $4,089 | $58,523-93.0% | $99,443-95.9% | $72,985-94.4% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 26.21% | 28.51%-2.3pp | 30.72%-4.5pp | 81.00%-54.8pp |
| Employer contribution / active EE | $288 | $1,512-81.0% | $2,540-88.7% | $2,440-88.2% |
| Participant deferral / active EE | $944 | $2,606-63.8% | $3,619-73.9% | $3,607-73.8% |
| Admin fee / account holder | $3,016 | $4,102-26.5% | $6,250-51.8% | $5,124-41.2% |