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 5-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 | $8,987 | $57,541-84.4% | $95,745-90.6% | $75,163-88.0% |
| Participation rate | 30.2% | 62.5%-32.3pp | 72.3%-42.1pp | 67.2%-37.0pp |
| Annual return | 14.33% | 34.93%-20.6pp | 28.35%-14.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $419 | $1,808-76.8% | $2,835-85.2% | $2,670-84.3% |
| Participant deferral / active EE | $597 | $3,074-80.6% | $4,245-85.9% | $4,125-85.5% |
| Admin fee / account holder | $1,540 | $4,099-62.4% | $5,678-72.9% | $5,651-72.7% |