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 | $10,702 | $86,929-87.7% | $102,423-89.6% | $80,856-86.8% |
| Participation rate | 13.2% | 72.4%-59.1pp | 76.5%-63.3pp | 67.6%-54.4pp |
| Annual return | 13.86% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $477 | $4,118-88.4% | $5,053-90.6% | $4,296-88.9% |
| Admin fee / account holder | $1,500 | $8,049-81.4% | $9,451-84.1% | $6,918-78.3% |