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 7-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 | $17,683 | $71,050-75.1% | $93,606-81.1% | $80,856-78.1% |
| Participation rate | 29.3% | 60.4%-31.1pp | 68.7%-39.4pp | 67.6%-38.3pp |
| Annual return | 12.95% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $594 | $1,564-62.0% | $2,420-75.5% | $2,755-78.5% |
| Participant deferral / active EE | $1,187 | $4,034-70.6% | $4,411-73.1% | $4,296-72.4% |
| Admin fee / account holder | $721 | $6,945-89.6% | $8,285-91.3% | $6,918-89.6% |