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 9-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 | $9,467 | $73,933-87.2% | $96,683-90.2% | $75,163-87.4% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 18.97% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,064 | $3,659-70.9% | $4,878-78.2% | $4,125-74.2% |
| Admin fee / account holder | $662 | $5,216-87.3% | $6,730-90.2% | $5,651-88.3% |