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 | $6,019 | $47,848-87.4% | $81,478-92.6% | $70,131-91.4% |
| Participation rate | 35.7% | 58.3%-22.6pp | 68.0%-32.2pp | 69.5%-33.8pp |
| Annual return | 21.74% | 27.25%-5.5pp | 38.78%-17.0pp | 73.14%-51.4pp |
| Employer contribution / active EE | $403 | $1,527-73.6% | $2,568-84.3% | $2,342-82.8% |
| Participant deferral / active EE | $658 | $2,453-73.2% | $3,537-81.4% | $3,332-80.2% |
| Admin fee / account holder | $916 | $3,145-70.9% | $4,561-79.9% | $4,645-80.3% |