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 6-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 | $5,772 | $65,041-91.1% | $90,951-93.7% | $79,858-92.8% |
| Participation rate | 32.7% | 61.6%-29.0pp | 69.0%-36.4pp | 69.6%-37.0pp |
| Annual return | 20.34% | 30.45%-10.1pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $255 | $1,247-79.6% | $2,122-88.0% | $2,471-89.7% |
| Participant deferral / active EE | $525 | $2,512-79.1% | $3,373-84.4% | $3,740-86.0% |
| Admin fee / account holder | $1,997 | $4,536-56.0% | $5,959-66.5% | $5,306-62.4% |