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 | $8,058 | $39,122-79.4% | $57,179-85.9% | $62,891-87.2% |
| Participation rate | 65.4% | 70.5%-5.1pp | 75.3%-10.0pp | 69.3%-3.9pp |
| Annual return | 8.28% | 9.23%-1.0pp | 14.59%-6.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $539 | $1,874-71.2% | $2,682-79.9% | $2,281-76.4% |
| Participant deferral / active EE | $650 | $2,374-72.6% | $3,096-79.0% | $3,203-79.7% |
| Admin fee / account holder | $355 | $2,592-86.3% | $3,139-88.7% | $4,296-91.7% |