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 8-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 | $19,171 | $72,492-73.6% | $87,100-78.0% | $72,985-73.7% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 19.08% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,086 | $3,270-66.8% | $4,049-73.2% | $3,607-69.9% |
| Admin fee / account holder | $3,380 | $5,055-33.1% | $7,497-54.9% | $5,124-34.0% |