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 5-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 | $5,706 | $80,717-92.9% | $154,803-96.3% | $84,808-93.3% |
| Participation rate | 61.2% | 66.8%-5.6pp | 78.1%-16.8pp | 68.3%-7.1pp |
| Annual return | 18.14% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $461 | $2,761-83.3% | $4,305-89.3% | $2,631-82.5% |
| Participant deferral / active EE | $627 | $3,303-81.0% | $5,540-88.7% | $4,212-85.1% |
| Admin fee / account holder | $1,122 | $6,746-83.4% | $14,329-92.2% | $7,344-84.7% |