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 | $14,154 | $84,233-83.2% | $170,442-91.7% | $70,131-79.8% |
| Participation rate | 59.3% | 70.8%-11.5pp | 83.6%-24.3pp | 69.5%-10.2pp |
| Annual return | 13.53% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $557 | $3,387-83.6% | $5,433-89.7% | $2,342-76.2% |
| Participant deferral / active EE | $795 | $3,086-74.2% | $4,939-83.9% | $3,332-76.2% |
| Admin fee / account holder | $1,655 | $5,698-70.9% | $13,880-88.1% | $4,645-64.4% |