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 | $10,077 | $55,636-81.9% | $81,983-87.7% | $73,488-86.3% |
| Participation rate | 3.7% | 62.3%-58.6pp | 69.2%-65.6pp | 70.7%-67.0pp |
| Annual return | 16.22% | 19.07%-2.8pp | 41.31%-25.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $82 | $2,762-97.0% | $3,722-97.8% | $3,740-97.8% |
| Admin fee / account holder | $1,305 | $493+164.8% | $5,664-77.0% | $513+154.3% |