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 3-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 | $7,488 | $60,892-87.7% | $82,389-90.9% | $84,808-91.2% |
| Participation rate | 17.8% | 63.3%-45.5pp | 69.5%-51.8pp | 68.3%-50.5pp |
| Annual return | 25.95% | 37.29%-11.3pp | 28.67%-2.7pp | 40.90%-14.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $896 | $3,179-71.8% | $4,155-78.4% | $4,212-78.7% |
| Admin fee / account holder | $409 | $5,467-92.5% | $7,231-94.3% | $7,344-94.4% |