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 | $11,555 | $86,929-86.7% | $102,423-88.7% | $80,856-85.7% |
| Participation rate | 32.9% | 72.4%-39.5pp | 76.5%-43.6pp | 67.6%-34.7pp |
| Annual return | 23.75% | 18.88%+4.9pp | 29.32%-5.6pp | 35.59%-11.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $225 | $4,118-94.5% | $5,053-95.5% | $4,296-94.8% |
| Admin fee / account holder | $1,643 | $8,049-79.6% | $9,451-82.6% | $6,918-76.3% |