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 | $5,657 | $56,897-90.1% | $84,750-93.3% | $62,891-91.0% |
| Participation rate | 67.3% | 68.5%-1.2pp | 76.6%-9.2pp | 69.3%-2.0pp |
| Annual return | 5.36% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $890 | $2,400-62.9% | $3,574-75.1% | $2,281-61.0% |
| Participant deferral / active EE | $414 | $2,709-84.7% | $3,712-88.8% | $3,203-87.1% |
| Admin fee / account holder | $538 | $3,581-85.0% | $5,332-89.9% | $4,296-87.5% |