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 7-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 | $5,920 | $63,355-90.7% | $91,989-93.6% | $72,985-91.9% |
| Participation rate | 45.8% | 72.5%-26.8pp | 78.6%-32.9pp | 69.5%-23.7pp |
| Annual return | 33.50% | 35.35%-1.8pp | 69.02%-35.5pp | 81.00%-47.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,712 | $4,883-64.9% | $5,923-71.1% | $3,607-52.5% |
| Admin fee / account holder | $574 | $4,668-87.7% | $7,743-92.6% | $5,124-88.8% |