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 | $7,856 | $94,625-91.7% | $116,228-93.2% | $84,808-90.7% |
| Participation rate | 31.8% | 70.4%-38.6pp | 74.6%-42.7pp | 68.3%-36.5pp |
| Annual return | 16.87% | 20.40%-3.5pp | 90.06%-73.2pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $661 | $3,972-83.3% | $4,953-86.6% | $4,212-84.3% |
| Admin fee / account holder | $1,783 | $10,091-82.3% | $11,989-85.1% | $7,344-75.7% |