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 | $12,251 | $62,586-80.4% | $76,768-84.0% | $64,186-80.9% |
| Participation rate | 58.1% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | 4.87% | -1.95%+6.8pp | 2.43%+2.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $557 | $3,145-82.3% | $3,852-85.5% | $3,470-83.9% |
| Admin fee / account holder | $1,386 | $4,667-70.3% | $6,675-79.2% | $4,888-71.6% |