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 | $19,602 | $99,079-80.2% | $77,999-74.9% | $273,961-92.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.5%-30.1pp | 83.0%-37.6pp |
| Annual return | 9.31% | 217.93%-208.6pp | 425.96%-416.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $513 | $3,308-84.5% | $2,470-79.2% | $4,869-89.5% |
| Participant deferral / active EE | $740 | $4,306-82.8% | $3,497-78.9% | $5,287-86.0% |
| Admin fee / account holder | $1,597 | $8,954-82.2% | $5,480-70.9% | $10,132-84.2% |