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 | $11,417 | $63,355-82.0% | $91,989-87.6% | $72,985-84.4% |
| Participation rate | 54.9% | 72.5%-17.6pp | 78.6%-23.7pp | 69.5%-14.6pp |
| Annual return | 22.05% | 35.35%-13.3pp | 69.02%-47.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $497 | $2,116-76.5% | $3,452-85.6% | $2,440-79.6% |
| Participant deferral / active EE | $916 | $4,883-81.2% | $5,923-84.5% | $3,607-74.6% |
| Admin fee / account holder | $313 | $4,668-93.3% | $7,743-96.0% | $5,124-93.9% |