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 | $12,766 | $70,250-81.8% | $386,318-96.7% | $116,875-89.1% |
| Participation rate | 35.1% | 68.3%-33.2pp | 67.7%-32.7pp | 74.5%-39.5pp |
| Annual return | 21.05% | 17.57%+3.5pp | -2.64%+23.7pp | 16.29%+4.8pp |
| Employer contribution / active EE | $0 | $2,512-100.0% | $4,025-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $782 | $3,180-75.4% | $3,524-77.8% | $3,885-79.9% |
| Admin fee / account holder | $2,045 | $7,267-71.9% | $16,179-87.4% | $12,263-83.3% |