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 | $2,600 | $83,477-96.9% | $125,175-97.9% | $72,985-96.4% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.5%-21.5pp |
| Annual return | 21.23% | 25.78%-4.5pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $370 | $3,585-89.7% | $4,937-92.5% | $3,607-89.7% |
| Admin fee / account holder | $4,365 | $5,517-20.9% | $9,702-55.0% | $5,124-14.8% |