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 | $17,093 | $65,041-73.7% | $90,951-81.2% | $79,858-78.6% |
| Participation rate | 13.5% | 61.6%-48.1pp | 69.0%-55.5pp | 69.6%-56.1pp |
| Annual return | 14.08% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,052 | $2,512-58.1% | $3,373-68.8% | $3,740-71.9% |
| Admin fee / account holder | $2,667 | $4,536-41.2% | $5,959-55.2% | $5,306-49.7% |