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 | $33,867 | $87,870-61.5% | $113,168-70.1% | $74,304-54.4% |
| Participation rate | 22.0% | 70.7%-48.7pp | 76.6%-54.6pp | 60.3%-38.3pp |
| Annual return | 15.13% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $972 | $4,241-77.1% | $5,107-81.0% | $3,767-74.2% |
| Admin fee / account holder | $469 | $3,368-86.1% | $12,068-96.1% | $2,969-84.2% |