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 9-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 | $705 | $77,813-99.1% | $123,544-99.4% | $64,186-98.9% |
| Participation rate | 7.7% | 74.7%-67.0pp | 82.3%-74.6pp | 69.6%-61.9pp |
| Annual return | 3.88% | 12.48%-8.6pp | 119.20%-115.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $83 | $5,240-98.4% | $6,426-98.7% | $3,470-97.6% |
| Admin fee / account holder | $1,296 | $5,519-76.5% | $9,284-86.0% | $4,888-73.5% |