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 | $5,361 | $45,343-88.2% | $150,298-96.4% | $67,986-92.1% |
| Participation rate | 17.8% | 51.9%-34.1pp | 77.8%-60.0pp | 57.2%-39.5pp |
| Annual return | 17.95% | 33.28%-15.3pp | 62.79%-44.8pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $192 | $2,055-90.7% | $5,453-96.5% | $3,358-94.3% |
| Admin fee / account holder | $743 | $2,250-67.0% | $14,116-94.7% | $3,203-76.8% |