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 | $4,339 | $72,492-94.0% | $87,100-95.0% | $72,985-94.1% |
| Participation rate | 68.8% | 72.8%-4.1pp | 76.9%-8.1pp | 69.5%-0.7pp |
| Annual return | 18.00% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $556 | $1,894-70.6% | $2,521-78.0% | $2,440-77.2% |
| Participant deferral / active EE | $599 | $3,270-81.7% | $4,049-85.2% | $3,607-83.4% |
| Admin fee / account holder | $844 | $5,055-83.3% | $7,497-88.7% | $5,124-83.5% |