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 | $11,533 | $76,552-84.9% | $123,892-90.7% | $62,891-81.7% |
| Participation rate | 63.0% | 73.0%-9.9pp | 81.4%-18.4pp | 69.3%-6.3pp |
| Annual return | 9.53% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $990 | $2,883-65.6% | $4,617-78.6% | $2,281-56.6% |
| Participant deferral / active EE | $1,618 | $4,840-66.6% | $5,984-73.0% | $3,203-49.5% |
| Admin fee / account holder | $406 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |