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 | $27,710 | $87,733-68.4% | $106,548-74.0% | $85,850-67.7% |
| Participation rate | 33.3% | 71.9%-38.6pp | 76.1%-42.8pp | 69.3%-36.0pp |
| Annual return | 14.02% | 21.86%-7.8pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $464 | $3,469-86.6% | $4,398-89.4% | $3,952-88.3% |
| Admin fee / account holder | $2,428 | $6,767-64.1% | $7,407-67.2% | $6,260-61.2% |