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 9-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 | $7,768 | $81,248-90.4% | $155,509-95.0% | $80,856-90.4% |
| Participation rate | 20.9% | 66.2%-45.3pp | 78.2%-57.3pp | 67.6%-46.7pp |
| Annual return | 15.22% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $406 | $3,100-86.9% | $4,672-91.3% | $2,755-85.2% |
| Participant deferral / active EE | $578 | $3,452-83.3% | $5,626-89.7% | $4,296-86.6% |
| Admin fee / account holder | $781 | $7,997-90.2% | $15,912-95.1% | $6,918-88.7% |