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 | $11,124 | $71,883-84.5% | $86,677-87.2% | $68,494-83.8% |
| Participation rate | 32.4% | 72.2%-39.9pp | 76.6%-44.2pp | 67.9%-35.5pp |
| Annual return | -14.58% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $753 | $2,173-65.3% | $2,836-73.4% | $2,596-71.0% |
| Participant deferral / active EE | $905 | $3,779-76.0% | $4,656-80.6% | $4,027-77.5% |
| Admin fee / account holder | $1,976 | $6,112-67.7% | $7,493-73.6% | $5,403-63.4% |