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 | $1,731 | $67,894-97.5% | $89,340-98.1% | $82,448-97.9% |
| Participation rate | 15.6% | 64.0%-48.4pp | 69.6%-53.9pp | 68.1%-52.4pp |
| Annual return | 19.72% | 19.21%+0.5pp | 20.57%-0.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $328 | $3,072-89.3% | $3,823-91.4% | $4,139-92.1% |
| Admin fee / account holder | $589 | $5,723-89.7% | $6,704-91.2% | $7,234-91.9% |