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 7-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 | $5,534 | $48,046-88.5% | $84,611-93.5% | $72,985-92.4% |
| Participation rate | 53.7% | 57.6%-3.9pp | 68.2%-14.5pp | 69.5%-15.8pp |
| Annual return | 18.05% | 37.38%-19.3pp | 258.74%-240.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $300 | $1,602-81.3% | $2,652-88.7% | $2,440-87.7% |
| Participant deferral / active EE | $679 | $2,680-74.7% | $3,899-82.6% | $3,607-81.2% |
| Admin fee / account holder | $1,577 | $3,395-53.5% | $4,912-67.9% | $5,124-69.2% |