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 4-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 | $13,090 | $91,760-85.7% | $156,181-91.6% | $67,986-80.7% |
| Participation rate | 13.7% | 65.0%-51.3pp | 78.8%-65.1pp | 57.2%-43.5pp |
| Annual return | 15.84% | 18.14%-2.3pp | 64.87%-49.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $169 | $3,960-95.7% | $6,132-97.2% | $3,358-95.0% |
| Admin fee / account holder | $4,643 | $3,949+17.6% | $14,586-68.2% | $3,203+44.9% |