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 | $12,812 | $72,492-82.3% | $87,100-85.3% | $72,985-82.4% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 16.06% | 24.46%-8.4pp | 28.19%-12.1pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $534 | $3,270-83.7% | $4,049-86.8% | $3,607-85.2% |
| Admin fee / account holder | $1,399 | $5,055-72.3% | $7,497-81.3% | $5,124-72.7% |