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 | $20,958 | $89,355-76.5% | $141,162-85.2% | $72,985-71.3% |
| Participation rate | 36.0% | 75.1%-39.1pp | 82.5%-46.5pp | 69.5%-33.5pp |
| Annual return | 25.75% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $5,418-90.0% | $6,709-92.0% | $3,607-85.1% |
| Admin fee / account holder | $436 | $5,958-92.7% | $10,261-95.7% | $5,124-91.5% |