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 4-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 | $9,345 | $101,724-90.8% | $164,813-94.3% | $80,856-88.4% |
| Participation rate | 63.8% | 71.8%-8.1pp | 78.6%-14.8pp | 67.6%-3.9pp |
| Annual return | 15.65% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,712 | $2,953-42.1% | $4,341-60.6% | $2,755-37.9% |
| Participant deferral / active EE | $1,897 | $4,477-57.6% | $6,031-68.5% | $4,296-55.8% |
| Admin fee / account holder | $726 | $8,227-91.2% | $12,690-94.3% | $6,918-89.5% |