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 | $24,687 | $80,968-69.5% | $96,544-74.4% | $75,163-67.2% |
| Participation rate | 66.1% | 71.8%-5.7pp | 76.0%-9.9pp | 67.2%-1.1pp |
| Annual return | 13.38% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,575 | $3,928-59.9% | $4,851-67.5% | $4,125-61.8% |
| Admin fee / account holder | $1,618 | $6,724-75.9% | $8,252-80.4% | $5,651-71.4% |