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 | $11,503 | $107,934-89.3% | $91,989-87.5% | $152,861-92.5% |
| Participation rate | 21.1% | 81.2%-60.1pp | 78.6%-57.6pp | 82.4%-61.4pp |
| Annual return | 16.45% | 89.24%-72.8pp | 69.02%-52.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $412 | $6,364-93.5% | $5,923-93.0% | $5,850-93.0% |
| Admin fee / account holder | $1,109 | $10,520-89.5% | $7,743-85.7% | $11,596-90.4% |