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 3-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 | $4,864 | $58,627-91.7% | $76,735-93.7% | $82,448-94.1% |
| Participation rate | 4.2% | 63.2%-59.1pp | 69.5%-65.3pp | 68.1%-63.9pp |
| Annual return | 27.91% | 39.10%-11.2pp | 29.77%-1.9pp | 41.64%-13.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $96 | $3,134-96.9% | $4,088-97.7% | $4,139-97.7% |
| Admin fee / account holder | $766 | $5,323-85.6% | $7,189-89.4% | $7,234-89.4% |