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 | $7,064 | $63,764-88.9% | $81,930-91.4% | $79,858-91.2% |
| Participation rate | 35.7% | 67.5%-31.8pp | 72.0%-36.3pp | 69.6%-33.9pp |
| Annual return | 17.18% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $699 | $2,780-74.8% | $7,107-90.2% | $3,740-81.3% |
| Admin fee / account holder | $592 | $4,426-86.6% | $5,158-88.5% | $5,306-88.8% |