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 | $19,160 | $54,541-64.9% | $78,778-75.7% | $70,131-72.7% |
| Participation rate | 23.8% | 60.8%-37.0pp | 69.2%-45.4pp | 69.5%-45.7pp |
| Annual return | 18.04% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $277 | $2,210-87.5% | $2,958-90.6% | $3,332-91.7% |
| Admin fee / account holder | $2,357 | $3,709-36.4% | $5,134-54.1% | $4,645-49.3% |