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 | $9,683 | $38,365-74.8% | $84,611-88.6% | $65,185-85.1% |
| Participation rate | 9.3% | 55.7%-46.3pp | 68.2%-58.9pp | 70.2%-60.9pp |
| Annual return | 24.99% | 32.00%-7.0pp | 258.74%-233.7pp | 29.38%-4.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $258 | $2,278-88.7% | $3,899-93.4% | $3,514-92.7% |
| Admin fee / account holder | $379 | $451-16.1% | $4,912-92.3% | $847-55.3% |