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 | $14,375 | $56,110-74.4% | $94,993-84.9% | $70,131-79.5% |
| Participation rate | 35.6% | 65.0%-29.4pp | 73.9%-38.3pp | 69.5%-34.0pp |
| Annual return | 16.93% | 51.02%-34.1pp | 27.12%-10.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $309 | $1,442-78.6% | $2,603-88.1% | $2,342-86.8% |
| Participant deferral / active EE | $748 | $2,391-68.7% | $3,317-77.5% | $3,332-77.5% |
| Admin fee / account holder | $1,151 | $3,456-66.7% | $4,960-76.8% | $4,645-75.2% |