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 3-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 | $5,622 | $57,016-90.1% | $84,966-93.4% | $80,856-93.0% |
| Participation rate | 30.3% | 56.3%-26.0pp | 67.5%-37.2pp | 67.6%-37.3pp |
| Annual return | 16.60% | 21.66%-5.1pp | 66.38%-49.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $547 | $1,798-69.6% | $2,727-79.9% | $2,755-80.1% |
| Participant deferral / active EE | $765 | $3,110-75.4% | $4,519-83.1% | $4,296-82.2% |
| Admin fee / account holder | $569 | $4,980-88.6% | $6,149-90.7% | $6,918-91.8% |