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 | $36,472 | $108,549-66.4% | $156,263-76.7% | $85,563-57.4% |
| Participation rate | 13.1% | 77.1%-64.0pp | 78.9%-65.9pp | 66.0%-52.9pp |
| Annual return | 14.68% | 21.79%-7.1pp | 59.47%-44.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $534 | $4,800-88.9% | $6,158-91.3% | $4,375-87.8% |
| Admin fee / account holder | $13,719 | $650+2011.1% | $14,255-3.8% | $834+1544.6% |