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 | $9,714 | $62,586-84.5% | $76,768-87.3% | $64,186-84.9% |
| Participation rate | 41.7% | 72.8%-31.1pp | 77.0%-35.3pp | 69.6%-27.9pp |
| Annual return | 3.07% | -1.95%+5.0pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $965 | $1,832-47.3% | $2,485-61.2% | $2,381-59.5% |
| Participant deferral / active EE | $1,296 | $3,145-58.8% | $3,852-66.3% | $3,470-62.6% |
| Admin fee / account holder | $1,070 | $4,667-77.1% | $6,675-84.0% | $4,888-78.1% |