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 | $9,402 | $54,762-82.8% | $90,281-89.6% | $72,985-87.1% |
| Participation rate | 47.2% | 65.1%-18.0pp | 73.3%-26.1pp | 69.5%-22.3pp |
| Annual return | 20.87% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $225 | $2,092-89.3% | $2,854-92.1% | $2,440-90.8% |
| Participant deferral / active EE | $544 | $2,887-81.2% | $3,885-86.0% | $3,607-84.9% |
| Admin fee / account holder | $2,348 | $3,972-40.9% | $5,351-56.1% | $5,124-54.2% |