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 | $14,582 | $96,557-84.9% | $80,975-82.0% | $273,961-94.7% |
| Participation rate | 44.4% | 79.1%-34.6pp | 75.8%-31.4pp | 83.0%-38.6pp |
| Annual return | 3.95% | 15.14%-11.2pp | 17.10%-13.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $845 | $6,598-87.2% | $5,696-85.2% | $5,287-84.0% |
| Admin fee / account holder | $59,385 | $7,492+692.6% | $5,516+976.7% | $10,132+486.1% |