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 | $13,590 | $71,516-81.0% | $98,439-86.2% | $71,457-81.0% |
| Participation rate | 33.1% | 72.7%-39.6pp | 75.2%-42.1pp | 67.9%-34.9pp |
| Annual return | 18.84% | 32.41%-13.6pp | 21.16%-2.3pp | 28.85%-10.0pp |
| Employer contribution / active EE | $759 | $2,399-68.4% | $3,048-75.1% | $2,588-70.7% |
| Participant deferral / active EE | $963 | $4,109-76.6% | $4,738-79.7% | $4,289-77.5% |
| Admin fee / account holder | $628 | $1,675-62.5% | $8,948-93.0% | $1,587-60.4% |