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 | $7,880 | $46,869-83.2% | $122,332-93.6% | $70,131-88.8% |
| Participation rate | 20.7% | 58.2%-37.5pp | 71.6%-50.9pp | 69.5%-48.9pp |
| Annual return | 22.79% | 24.22%-1.4pp | 30.27%-7.5pp | 73.14%-50.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $28 | $2,166-98.7% | $3,287-99.1% | $3,332-99.2% |
| Admin fee / account holder | $960 | $3,322-71.1% | $5,478-82.5% | $4,645-79.3% |