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 | $96,484-86.4% | $156,263-91.6% | $74,304-82.4% |
| Participation rate | 13.7% | 67.7%-54.0pp | 78.9%-65.2pp | 60.3%-46.6pp |
| Annual return | 15.84% | 17.73%-1.9pp | 59.47%-43.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $169 | $4,286-96.1% | $6,158-97.3% | $3,767-95.5% |
| Admin fee / account holder | $4,643 | $3,728+24.5% | $14,255-67.4% | $2,969+56.4% |