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 5-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 | $13,605 | $74,927-81.8% | $101,794-86.6% | $84,808-84.0% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.2%-29.2pp | 68.3%-28.3pp |
| Annual return | 16.66% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $392 | $1,522-74.2% | $2,289-82.9% | $2,631-85.1% |
| Participant deferral / active EE | $478 | $3,099-84.6% | $4,084-88.3% | $4,212-88.6% |
| Admin fee / account holder | $796 | $6,514-87.8% | $8,777-90.9% | $7,344-89.2% |