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 | $9,977 | $49,227-79.7% | $70,449-85.8% | $79,858-87.5% |
| Participation rate | 23.9% | 69.2%-45.3pp | 75.1%-51.2pp | 69.6%-45.8pp |
| Annual return | 9.39% | 30.06%-20.7pp | 109.03%-99.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $361 | $2,768-87.0% | $3,709-90.3% | $3,740-90.4% |
| Admin fee / account holder | $1,124 | $2,878-61.0% | $3,845-70.8% | $5,306-78.8% |