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 4-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 | $11,427 | $138,347-91.7% | $184,203-93.8% | $80,856-85.9% |
| Participation rate | 15.6% | 83.9%-68.2pp | 86.8%-71.2pp | 67.6%-52.0pp |
| Annual return | 13.96% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $727 | $7,071-89.7% | $9,131-92.0% | $4,296-83.1% |
| Admin fee / account holder | $897 | $10,483-91.4% | $13,901-93.5% | $6,918-87.0% |