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 | $10,599 | $63,861-83.4% | $104,607-89.9% | $79,858-86.7% |
| Participation rate | 23.2% | 64.9%-41.7pp | 74.1%-50.9pp | 69.6%-46.4pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $529 | $1,588-66.7% | $2,681-80.2% | $2,471-78.6% |
| Participant deferral / active EE | $896 | $2,693-66.7% | $3,740-76.0% | $3,740-76.0% |
| Admin fee / account holder | $421 | $4,185-89.9% | $6,473-93.5% | $5,306-92.1% |