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 7-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 | $13,863 | $77,164-82.0% | $178,014-92.2% | $80,874-82.9% |
| Participation rate | 41.8% | 65.7%-23.9pp | 77.1%-35.3pp | 67.6%-25.8pp |
| Annual return | 10.97% | 18.09%-7.1pp | 294.80%-283.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $806 | $4,408-81.7% | $6,276-87.2% | $4,297-81.2% |
| Admin fee / account holder | $3,800 | $7,164-47.0% | $10,362-63.3% | $6,935-45.2% |