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 | $9,806 | $84,233-88.4% | $170,442-94.2% | $70,131-86.0% |
| Participation rate | 10.7% | 70.8%-60.1pp | 83.6%-72.9pp | 69.5%-58.8pp |
| Annual return | 20.12% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $95 | $3,086-96.9% | $4,939-98.1% | $3,332-97.2% |
| Admin fee / account holder | $1,987 | $5,698-65.1% | $13,880-85.7% | $4,645-57.2% |