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 | $8,180 | $45,035-81.8% | $62,995-87.0% | $70,131-88.3% |
| Participation rate | 23.4% | 69.5%-46.1pp | 74.8%-51.4pp | 69.5%-46.1pp |
| Annual return | 19.59% | 18.76%+0.8pp | 87.57%-68.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $695 | $2,465-71.8% | $3,329-79.1% | $3,332-79.1% |
| Admin fee / account holder | $807 | $2,834-71.5% | $3,600-77.6% | $4,645-82.6% |