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 | $18,357 | $54,541-66.3% | $78,778-76.7% | $70,131-73.8% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 19.19% | 21.07%-1.9pp | 35.62%-16.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $356 | $1,089-67.3% | $1,986-82.1% | $2,342-84.8% |
| Participant deferral / active EE | $875 | $2,210-60.4% | $2,958-70.4% | $3,332-73.7% |
| Admin fee / account holder | $937 | $3,709-74.7% | $5,134-81.8% | $4,645-79.8% |