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 | $6,316 | $81,248-92.2% | $155,509-95.9% | $80,856-92.2% |
| Participation rate | 45.9% | 66.2%-20.3pp | 78.2%-32.2pp | 67.6%-21.7pp |
| Annual return | 13.65% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $614 | $3,100-80.2% | $4,672-86.9% | $2,755-77.7% |
| Participant deferral / active EE | $687 | $3,452-80.1% | $5,626-87.8% | $4,296-84.0% |
| Admin fee / account holder | $886 | $7,997-88.9% | $15,912-94.4% | $6,918-87.2% |