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 | $11,143 | $50,498-77.9% | $75,781-85.3% | $55,191-79.8% |
| Participation rate | 44.7% | 69.4%-24.7pp | 75.8%-31.1pp | 69.2%-24.5pp |
| Annual return | 2.50% | 1.80%+0.7pp | 9.68%-7.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,276 | $2,291-44.3% | $3,323-61.6% | $1,899-32.8% |
| Participant deferral / active EE | $368 | $2,589-85.8% | $3,651-89.9% | $3,046-87.9% |
| Admin fee / account holder | $1,421 | $123+1054.5% | $5,299-73.2% | $91+1464.8% |