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 | $14,093 | $76,552-81.6% | $123,892-88.6% | $62,891-77.6% |
| Participation rate | 47.7% | 73.0%-25.3pp | 81.4%-33.7pp | 69.3%-21.6pp |
| Annual return | 28.91% | 18.68%+10.2pp | 47.52%-18.6pp | 20.14%+8.8pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $626 | $4,840-87.1% | $5,984-89.5% | $3,203-80.5% |
| Admin fee / account holder | $482 | $4,826-90.0% | $8,357-94.2% | $4,296-88.8% |