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 | $10,513 | $48,364-78.3% | $71,796-85.4% | $62,891-83.3% |
| Participation rate | 20.8% | 60.6%-39.8pp | 69.1%-48.3pp | 69.3%-48.5pp |
| Annual return | 10.21% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $895 | $2,091-57.2% | $2,794-68.0% | $3,203-72.1% |
| Admin fee / account holder | $897 | $3,771-76.2% | $4,815-81.4% | $4,296-79.1% |