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 8-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 | $19,482 | $83,477-76.7% | $125,175-84.4% | $72,985-73.3% |
| Participation rate | 29.2% | 73.3%-44.1pp | 79.8%-50.6pp | 69.5%-40.3pp |
| Annual return | 21.82% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $419 | $3,585-88.3% | $4,937-91.5% | $3,607-88.4% |
| Admin fee / account holder | $825 | $5,517-85.0% | $9,702-91.5% | $5,124-83.9% |