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 | $11,567 | $46,869-75.3% | $122,332-90.5% | $70,131-83.5% |
| Participation rate | 14.8% | 58.2%-43.4pp | 71.6%-56.8pp | 69.5%-54.7pp |
| Annual return | 20.96% | 24.22%-3.3pp | 30.27%-9.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $243 | $1,288-81.1% | $4,050-94.0% | $2,342-89.6% |
| Participant deferral / active EE | $449 | $2,166-79.3% | $3,287-86.3% | $3,332-86.5% |
| Admin fee / account holder | $3,017 | $3,322-9.2% | $5,478-44.9% | $4,645-35.1% |