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 5-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 | $7,001 | $44,960-84.4% | $84,966-91.8% | $74,495-90.6% |
| Participation rate | 37.2% | 49.4%-12.2pp | 67.5%-30.3pp | 67.2%-30.0pp |
| Annual return | 12.73% | 26.24%-13.5pp | 66.38%-53.7pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $504 | $1,457-65.4% | $2,727-81.5% | $2,623-80.8% |
| Participant deferral / active EE | $604 | $2,731-77.9% | $4,519-86.6% | $4,346-86.1% |
| Admin fee / account holder | $705 | $2,209-68.1% | $6,149-88.5% | $1,942-63.7% |