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 | $17,883 | $63,346-71.8% | $92,233-80.6% | $70,131-74.5% |
| Participation rate | 17.9% | 68.7%-50.7pp | 76.5%-58.5pp | 69.5%-51.6pp |
| Annual return | 17.49% | 530.12%-512.6pp | 176.28%-158.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $672 | $2,471-72.8% | $3,679-81.7% | $2,342-71.3% |
| Participant deferral / active EE | $843 | $2,854-70.5% | $3,897-78.4% | $3,332-74.7% |
| Admin fee / account holder | $1,813 | $3,840-52.8% | $5,194-65.1% | $4,645-61.0% |