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 | $8,588 | $93,571-90.8% | $135,903-93.7% | $75,163-88.6% |
| Participation rate | 28.0% | 75.2%-47.2pp | 81.9%-53.9pp | 67.2%-39.2pp |
| Annual return | 27.06% | 30.90%-3.8pp | 68.23%-41.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $778 | $6,404-87.9% | $7,758-90.0% | $4,125-81.2% |
| Admin fee / account holder | $7,269 | $6,975+4.2% | $10,762-32.5% | $5,651+28.6% |