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 | $14,795 | $58,828-74.9% | $77,999-81.0% | $62,891-76.5% |
| Participation rate | 52.0% | 71.1%-19.1pp | 75.5%-23.5pp | 69.3%-17.3pp |
| Annual return | 12.31% | 17.16%-4.8pp | 425.96%-413.7pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,120 | $2,686-58.3% | $3,497-68.0% | $3,203-65.0% |
| Admin fee / account holder | $4,611 | $4,393+5.0% | $5,480-15.9% | $4,296+7.4% |