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 | $12,253 | $58,523-79.1% | $99,443-87.7% | $72,985-83.2% |
| Participation rate | 13.2% | 64.6%-51.5pp | 73.8%-60.7pp | 69.5%-56.3pp |
| Annual return | 21.98% | 28.51%-6.5pp | 30.72%-8.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $682 | $2,606-73.8% | $3,619-81.2% | $3,607-81.1% |
| Admin fee / account holder | $843 | $4,102-79.5% | $6,250-86.5% | $5,124-83.6% |