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 7-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 | $27,672 | $96,484-71.3% | $156,263-82.3% | $74,304-62.8% |
| Participation rate | 3.0% | 67.7%-64.7pp | 78.9%-75.9pp | 60.3%-57.3pp |
| Annual return | 14.04% | 17.73%-3.7pp | 59.47%-45.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $112 | $4,286-97.4% | $6,158-98.2% | $3,767-97.0% |
| Admin fee / account holder | $14,941 | $3,728+300.8% | $14,255+4.8% | $2,969+403.2% |