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 | $7,985 | $110,257-92.8% | $96,544-91.7% | $139,434-94.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 18.67% | 26.32%-7.6pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $915 | $3,620-74.7% | $2,965-69.2% | $4,751-80.7% |
| Participant deferral / active EE | $1,106 | $5,548-80.1% | $4,851-77.2% | $6,710-83.5% |
| Admin fee / account holder | $1,073 | $11,591-90.7% | $8,252-87.0% | $11,403-90.6% |