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 5-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 | $8,608 | $81,248-89.4% | $155,509-94.5% | $80,856-89.4% |
| Participation rate | 40.7% | 66.2%-25.5pp | 78.2%-37.4pp | 67.6%-26.9pp |
| Annual return | 12.49% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $537 | $3,100-82.7% | $4,672-88.5% | $2,755-80.5% |
| Participant deferral / active EE | $806 | $3,452-76.7% | $5,626-85.7% | $4,296-81.2% |
| Admin fee / account holder | $590 | $7,997-92.6% | $15,912-96.3% | $6,918-91.5% |