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 | $13,213 | $79,449-83.4% | $189,557-93.0% | $85,850-84.6% |
| Participation rate | 46.0% | 66.0%-20.0pp | 78.4%-32.4pp | 69.3%-23.3pp |
| Annual return | 15.37% | 18.45%-3.1pp | 64.17%-48.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $642 | $2,081-69.2% | $4,412-85.5% | $2,565-75.0% |
| Participant deferral / active EE | $956 | $4,051-76.4% | $6,174-84.5% | $3,952-75.8% |
| Admin fee / account holder | $1,142 | $5,377-78.8% | $9,807-88.4% | $6,260-81.8% |