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 | $10,151 | $83,337-87.8% | $67,834-85.0% | $273,961-96.3% |
| Participation rate | 52.9% | 76.4%-23.5pp | 68.8%-15.9pp | 83.0%-30.1pp |
| Annual return | 5.68% | 259.45%-253.8pp | 138.47%-132.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $323 | $4,088-92.1% | $3,160-89.8% | $5,287-93.9% |
| Admin fee / account holder | $678 | $6,752-90.0% | $4,622-85.3% | $10,132-93.3% |