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 | $8,539 | $56,484-84.9% | $169,463-95.0% | $64,186-86.7% |
| Participation rate | 7.7% | 64.5%-56.9pp | 77.8%-70.1pp | 69.6%-61.9pp |
| Annual return | 1.71% | -1.55%+3.3pp | 1.83%-0.1pp | 7.63%-5.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $100 | $3,448-97.1% | $5,277-98.1% | $3,470-97.1% |
| Admin fee / account holder | $501 | $4,174-88.0% | $9,109-94.5% | $4,888-89.8% |