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 3-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 | $11,874 | $80,673-85.3% | $101,326-88.3% | $84,808-86.0% |
| Participation rate | 20.7% | 77.8%-57.1pp | 81.5%-60.8pp | 68.3%-47.6pp |
| Annual return | 19.51% | 38.95%-19.4pp | 36.82%-17.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $683 | $6,840-90.0% | $7,994-91.5% | $4,212-83.8% |
| Admin fee / account holder | $947 | $12,784-92.6% | $11,185-91.5% | $7,344-87.1% |