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 | $4,029 | $67,606-94.0% | $82,313-95.1% | $70,131-94.3% |
| Participation rate | 47.1% | 72.8%-25.7pp | 76.9%-29.8pp | 69.5%-22.5pp |
| Annual return | 20.71% | 21.57%-0.9pp | 25.88%-5.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $445 | $1,755-74.6% | $2,428-81.7% | $2,342-81.0% |
| Participant deferral / active EE | $796 | $2,987-73.4% | $3,706-78.5% | $3,332-76.1% |
| Admin fee / account holder | $553 | $4,512-87.8% | $5,608-90.1% | $4,645-88.1% |