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 | $61,151 | $227,396-73.1% | $442,409-86.2% | $116,875-47.7% |
| Participation rate | 45.7% | 85.7%-40.0pp | 88.0%-42.3pp | 74.5%-28.8pp |
| Annual return | 13.87% | 16.35%-2.5pp | 90.53%-76.7pp | 16.29%-2.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $7,697-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,928 | $7,352-73.8% | $7,555-74.5% | $3,885-50.4% |
| Admin fee / account holder | $10,205 | $16,310-37.4% | $51,603-80.2% | $12,263-16.8% |