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 8-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 | $9,013 | $45,073-80.0% | $69,455-87.0% | $72,985-87.7% |
| Participation rate | 11.1% | 68.5%-57.4pp | 74.6%-63.5pp | 69.5%-58.4pp |
| Annual return | 32.66% | 22.65%+10.0pp | 28.97%+3.7pp | 81.00%-48.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $599 | $2,602-77.0% | $3,535-83.1% | $3,607-83.4% |
| Admin fee / account holder | $1,173 | $3,056-61.6% | $3,839-69.4% | $5,124-77.1% |