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 | $8,967 | $73,933-87.9% | $96,683-90.7% | $75,163-88.1% |
| Participation rate | 48.0% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.2pp |
| Annual return | 15.54% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,115 | $2,928-61.9% | $3,737-70.2% | $2,670-58.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $765 | $5,216-85.3% | $6,730-88.6% | $5,651-86.5% |