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 | $12,281 | $58,828-79.1% | $77,999-84.3% | $62,891-80.5% |
| Participation rate | 21.4% | 71.1%-49.6pp | 75.5%-54.1pp | 69.3%-47.9pp |
| Annual return | 6.62% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $646 | $2,686-76.0% | $3,497-81.5% | $3,203-79.8% |
| Admin fee / account holder | $484 | $4,393-89.0% | $5,480-91.2% | $4,296-88.7% |