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 | $7,561 | $58,512-87.1% | $84,015-91.0% | $72,985-89.6% |
| Participation rate | 55.3% | 61.2%-6.0pp | 69.0%-13.7pp | 69.5%-14.2pp |
| Annual return | 23.59% | 28.93%-5.3pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $273 | $1,163-76.5% | $1,983-86.2% | $2,440-88.8% |
| Participant deferral / active EE | $986 | $2,394-58.8% | $3,239-69.5% | $3,607-72.7% |
| Admin fee / account holder | $392 | $4,569-91.4% | $6,101-93.6% | $5,124-92.3% |