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 5-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 | $10,979 | $58,264-81.2% | $86,612-87.3% | $71,457-84.6% |
| Participation rate | 11.9% | 65.0%-53.1pp | 71.7%-59.8pp | 67.9%-56.1pp |
| Annual return | 17.83% | 21.63%-3.8pp | 591.07%-573.2pp | 28.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $583 | $3,436-83.0% | $4,438-86.9% | $4,289-86.4% |
| Admin fee / account holder | $664 | $1,057-37.2% | $5,614-88.2% | $1,587-58.2% |