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 3-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 | $2,122 | $61,605-96.6% | $112,229-98.1% | $75,163-97.2% |
| Participation rate | 46.2% | 61.7%-15.5pp | 72.4%-26.3pp | 67.2%-21.0pp |
| Annual return | 33.66% | 28.47%+5.2pp | 30.20%+3.5pp | 160.62%-127.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,073 | $3,108-65.5% | $4,798-77.6% | $4,125-74.0% |
| Admin fee / account holder | $590 | $4,862-87.9% | $7,748-92.4% | $5,651-89.6% |