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 | $11,293 | $62,586-82.0% | $76,768-85.3% | $64,186-82.4% |
| Participation rate | 38.9% | 72.8%-33.9pp | 77.0%-38.1pp | 69.6%-30.7pp |
| Annual return | 1.65% | -1.95%+3.6pp | 2.43%-0.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $749 | $1,832-59.1% | $2,485-69.9% | $2,381-68.6% |
| Participant deferral / active EE | $1,030 | $3,145-67.3% | $3,852-73.3% | $3,470-70.3% |
| Admin fee / account holder | $10,389 | $4,667+122.6% | $6,675+55.6% | $4,888+112.5% |