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 | $13,871 | $67,411-79.4% | $91,001-84.8% | $70,131-80.2% |
| Participation rate | 13.8% | 71.4%-57.6pp | 75.6%-61.8pp | 69.5%-55.7pp |
| Annual return | 21.34% | -40.16%+61.5pp | 4.60%+16.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $405 | $2,823-85.7% | $3,547-88.6% | $3,332-87.9% |
| Admin fee / account holder | $1,136 | $4,236-73.2% | $5,417-79.0% | $4,645-75.5% |