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 | $8,815 | $58,512-84.9% | $84,015-89.5% | $72,985-87.9% |
| Participation rate | 42.3% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.2pp |
| Annual return | 16.86% | 28.93%-12.1pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $605 | $1,163-48.0% | $1,983-69.5% | $2,440-75.2% |
| Participant deferral / active EE | $960 | $2,394-59.9% | $3,239-70.4% | $3,607-73.4% |
| Admin fee / account holder | $1,042 | $4,569-77.2% | $6,101-82.9% | $5,124-79.7% |