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 | $9,368 | $67,606-86.1% | $82,313-88.6% | $70,131-86.6% |
| Participation rate | 25.9% | 72.8%-46.8pp | 76.9%-51.0pp | 69.5%-43.6pp |
| Annual return | 13.20% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $453 | $1,755-74.2% | $2,428-81.3% | $2,342-80.7% |
| Participant deferral / active EE | $907 | $2,987-69.6% | $3,706-75.5% | $3,332-72.8% |
| Admin fee / account holder | $4,844 | $4,512+7.4% | $5,608-13.6% | $4,645+4.3% |