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 | $18,577 | $86,922-78.6% | $102,438-81.9% | $80,874-77.0% |
| Participation rate | 37.0% | 72.4%-35.3pp | 76.5%-39.5pp | 67.6%-30.6pp |
| Annual return | 14.49% | 18.90%-4.4pp | 29.37%-14.9pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $897 | $4,119-78.2% | $5,054-82.2% | $4,297-79.1% |
| Admin fee / account holder | $961 | $8,050-88.1% | $9,448-89.8% | $6,935-86.2% |