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 4-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 | $952 | $73,787-98.7% | $98,716-99.0% | $82,448-98.8% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.3%-17.3pp | 68.1%-16.1pp |
| Annual return | 18.23% | 18.57%-0.3pp | 31.81%-13.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $318 | $3,081-89.7% | $4,048-92.1% | $4,139-92.3% |
| Admin fee / account holder | $362 | $6,500-94.4% | $8,703-95.8% | $7,234-95.0% |