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 | $12,465 | $76,552-83.7% | $123,892-89.9% | $62,891-80.2% |
| Participation rate | 59.0% | 73.0%-14.0pp | 81.4%-22.4pp | 69.3%-10.3pp |
| Annual return | 8.02% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $928 | $2,883-67.8% | $4,617-79.9% | $2,281-59.3% |
| Participant deferral / active EE | $1,858 | $4,840-61.6% | $5,984-69.0% | $3,203-42.0% |
| Admin fee / account holder | $1,534 | $4,826-68.2% | $8,357-81.6% | $4,296-64.3% |