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 7-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 | $7,318 | $65,365-88.8% | $92,893-92.1% | $72,985-90.0% |
| Participation rate | 34.6% | 68.3%-33.7pp | 76.0%-41.4pp | 69.5%-34.9pp |
| Annual return | 38.24% | 42.10%-3.9pp | 109.41%-71.2pp | 81.00%-42.8pp |
| Employer contribution / active EE | $674 | $2,594-74.0% | $3,653-81.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,015 | $3,128-67.5% | $4,236-76.0% | $3,607-71.9% |
| Admin fee / account holder | $646 | $4,251-84.8% | $5,794-88.9% | $5,124-87.4% |