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 | $22,946 | $81,208-71.7% | $98,907-76.8% | $79,858-71.3% |
| Participation rate | 45.1% | 72.5%-27.4pp | 76.0%-31.0pp | 69.6%-24.6pp |
| Annual return | 22.40% | 60.99%-38.6pp | 196.43%-174.0pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $470 | $3,265-85.6% | $4,244-88.9% | $3,740-87.4% |
| Admin fee / account holder | $1,621 | $6,013-73.0% | $6,642-75.6% | $5,306-69.5% |