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 | $32,886 | $116,462-71.8% | $455,481-92.8% | $116,462-71.8% |
| Participation rate | 57.5% | 74.7%-17.2pp | 71.0%-13.5pp | 74.7%-17.2pp |
| Annual return | 14.56% | 15.65%-1.1pp | -2.82%+17.4pp | 15.65%-1.1pp |
| Employer contribution / active EE | $967 | $3,231-70.1% | $5,016-80.7% | $3,231-70.1% |
| Participant deferral / active EE | $1,492 | $3,836-61.1% | $3,583-58.4% | $3,836-61.1% |
| Admin fee / account holder | $359 | $12,754-97.2% | $17,461-97.9% | $12,754-97.2% |