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 | $10,594 | $148,978-92.9% | $200,582-94.7% | $84,808-87.5% |
| Participation rate | 59.5% | 84.2%-24.8pp | 86.9%-27.4pp | 68.3%-8.9pp |
| Annual return | 14.60% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $512 | $7,142-92.8% | $9,331-94.5% | $4,212-87.8% |
| Admin fee / account holder | $432 | $13,977-96.9% | $16,305-97.3% | $7,344-94.1% |