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 | $17,059 | $88,707-80.8% | $74,183-77.0% | $273,961-93.8% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 6.21% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $618 | $3,159-80.4% | $2,370-73.9% | $4,869-87.3% |
| Participant deferral / active EE | $791 | $4,212-81.2% | $3,550-77.7% | $5,287-85.0% |
| Admin fee / account holder | $3,089 | $8,717-64.6% | $5,586-44.7% | $10,132-69.5% |