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 6-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 | $8,162 | $89,698-90.9% | $103,476-92.1% | $80,856-89.9% |
| Participation rate | 44.4% | 76.0%-31.5pp | 80.5%-36.1pp | 67.6%-23.2pp |
| Annual return | 11.74% | 22.78%-11.0pp | 23.90%-12.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,045 | $4,018-74.0% | $4,672-77.6% | $2,755-62.1% |
| Participant deferral / active EE | $1,298 | $5,456-76.2% | $6,623-80.4% | $4,296-69.8% |
| Admin fee / account holder | $3,646 | $6,768-46.1% | $9,413-61.3% | $6,918-47.3% |