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 | $9,038 | $47,848-81.1% | $81,478-88.9% | $70,131-87.1% |
| Participation rate | 14.8% | 58.3%-43.5pp | 68.0%-53.2pp | 69.5%-54.8pp |
| Annual return | 31.31% | 27.25%+4.1pp | 38.78%-7.5pp | 73.14%-41.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $487 | $2,453-80.1% | $3,537-86.2% | $3,332-85.4% |
| Admin fee / account holder | $492 | $3,145-84.4% | $4,561-89.2% | $4,645-89.4% |