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 | $5,897 | $99,341-94.1% | $84,750-93.0% | $273,961-97.8% |
| Participation rate | 9.5% | 80.7%-71.2pp | 76.6%-67.1pp | 83.0%-73.5pp |
| Annual return | 11.71% | 22.93%-11.2pp | 22.78%-11.1pp | 41.45%-29.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $436 | $4,269-89.8% | $3,712-88.2% | $5,287-91.7% |
| Admin fee / account holder | $431 | $6,644-93.5% | $5,332-91.9% | $10,132-95.8% |