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 3-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 | $9,903 | $78,926-87.5% | $136,749-92.8% | $84,808-88.3% |
| Participation rate | 36.1% | 62.2%-26.1pp | 72.1%-36.0pp | 68.3%-32.2pp |
| Annual return | 18.93% | 18.17%+0.8pp | 24.33%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $737 | $2,134-65.4% | $3,400-78.3% | $2,631-72.0% |
| Participant deferral / active EE | $756 | $3,168-76.1% | $4,692-83.9% | $4,212-82.0% |
| Admin fee / account holder | $678 | $6,369-89.4% | $11,386-94.0% | $7,344-90.8% |