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 | $7,589 | $93,346-91.9% | $71,796-89.4% | $273,961-97.2% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | 5.59% | 130.39%-124.8pp | 78.04%-72.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $375 | $2,733-86.3% | $1,924-80.5% | $4,869-92.3% |
| Participant deferral / active EE | $592 | $3,475-83.0% | $2,794-78.8% | $5,287-88.8% |
| Admin fee / account holder | $2,107 | $6,571-67.9% | $4,815-56.2% | $10,132-79.2% |