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 | $27,237 | $94,529-71.2% | $140,016-80.5% | $64,186-57.6% |
| Participation rate | 64.1% | 84.1%-20.0pp | 87.5%-23.4pp | 69.6%-5.5pp |
| Annual return | 8.52% | 7.77%+0.8pp | 651.12%-642.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,616 | $5,250-69.2% | $6,927-76.7% | $3,470-53.4% |
| Admin fee / account holder | $1,735 | $6,741-74.3% | $10,705-83.8% | $4,888-64.5% |