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 | $8,643 | $56,277-84.6% | $80,975-89.3% | $62,891-86.3% |
| Participation rate | 60.5% | 69.0%-8.4pp | 75.8%-15.3pp | 69.3%-8.8pp |
| Annual return | 10.56% | 22.12%-11.6pp | 17.10%-6.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $974 | $1,943-49.9% | $3,714-73.8% | $2,281-57.3% |
| Participant deferral / active EE | $1,545 | $4,195-63.2% | $5,696-72.9% | $3,203-51.8% |
| Admin fee / account holder | $435 | $3,741-88.4% | $5,516-92.1% | $4,296-89.9% |