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 | $7,525 | $153,772-95.1% | $133,980-94.4% | $273,961-97.3% |
| Participation rate | 15.8% | 88.4%-72.6pp | 87.1%-71.3pp | 83.0%-67.2pp |
| Annual return | 4.73% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $580 | $6,958-91.7% | $6,282-90.8% | $5,287-89.0% |
| Admin fee / account holder | $393 | $11,765-96.7% | $9,324-95.8% | $10,132-96.1% |