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 5-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 | $15,909 | $73,787-78.4% | $98,716-83.9% | $82,448-80.7% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.3%-24.5pp | 68.1%-23.2pp |
| Annual return | 18.43% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $505 | $1,511-66.6% | $2,279-77.9% | $2,551-80.2% |
| Participant deferral / active EE | $715 | $3,081-76.8% | $4,048-82.3% | $4,139-82.7% |
| Admin fee / account holder | $953 | $6,500-85.3% | $8,703-89.0% | $7,234-86.8% |