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 | $13,932 | $58,512-76.2% | $84,015-83.4% | $72,985-80.9% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 18.20% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $409 | $1,163-64.8% | $1,983-79.4% | $2,440-83.2% |
| Participant deferral / active EE | $824 | $2,394-65.6% | $3,239-74.6% | $3,607-77.2% |
| Admin fee / account holder | $996 | $4,569-78.2% | $6,101-83.7% | $5,124-80.6% |