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 | $11,914 | $84,233-85.9% | $170,442-93.0% | $70,131-83.0% |
| Participation rate | 30.6% | 70.8%-40.2pp | 83.6%-53.0pp | 69.5%-39.0pp |
| Annual return | 18.33% | 23.06%-4.7pp | 205.93%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $405 | $3,387-88.0% | $5,433-92.5% | $2,342-82.7% |
| Participant deferral / active EE | $507 | $3,086-83.6% | $4,939-89.7% | $3,332-84.8% |
| Admin fee / account holder | $1,588 | $5,698-72.1% | $13,880-88.6% | $4,645-65.8% |