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 5-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 | $20,418 | $148,978-86.3% | $200,582-89.8% | $84,808-75.9% |
| Participation rate | 31.0% | 84.2%-53.3pp | 86.9%-55.9pp | 68.3%-37.4pp |
| Annual return | 20.40% | 28.16%-7.8pp | 42.33%-21.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,056 | $7,142-85.2% | $9,331-88.7% | $4,212-74.9% |
| Admin fee / account holder | $361 | $13,977-97.4% | $16,305-97.8% | $7,344-95.1% |