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 | $17,629 | $93,170-81.1% | $100,534-82.5% | $84,808-79.2% |
| Participation rate | 31.1% | 75.8%-44.7pp | 80.6%-49.5pp | 68.3%-37.2pp |
| Annual return | 16.76% | 47.13%-30.4pp | 32.66%-15.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $993 | $5,699-82.6% | $6,144-83.8% | $4,212-76.4% |
| Admin fee / account holder | $1,834 | $7,382-75.2% | $7,654-76.0% | $7,344-75.0% |