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 | $7,063 | $65,696-89.2% | $56,429-87.5% | $147,584-95.2% |
| Participation rate | 42.1% | 85.5%-43.4pp | 80.0%-37.9pp | 82.8%-40.7pp |
| Annual return | 11.60% | 13.32%-1.7pp | 19.04%-7.4pp | 578.55%-566.9pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $728 | $4,876-85.1% | $3,951-81.6% | $5,439-86.6% |
| Admin fee / account holder | $344 | $5,947-94.2% | $4,466-92.3% | $10,885-96.8% |