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 4-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 | $6,332 | $80,968-92.2% | $96,544-93.4% | $75,163-91.6% |
| Participation rate | 59.1% | 71.8%-12.7pp | 76.0%-16.9pp | 67.2%-8.1pp |
| Annual return | 19.88% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $980 | $2,282-57.1% | $2,965-67.0% | $2,670-63.3% |
| Participant deferral / active EE | $1,527 | $3,928-61.1% | $4,851-68.5% | $4,125-63.0% |
| Admin fee / account holder | $2,757 | $6,724-59.0% | $8,252-66.6% | $5,651-51.2% |