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 | $9,092 | $77,899-88.3% | $149,673-93.9% | $75,163-87.9% |
| Participation rate | 10.3% | 65.6%-55.3pp | 78.8%-68.5pp | 67.2%-56.9pp |
| Annual return | 21.36% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $653 | $3,411-80.9% | $5,680-88.5% | $4,125-84.2% |
| Admin fee / account holder | $1,401 | $5,956-76.5% | $13,210-89.4% | $5,651-75.2% |