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 | $9,515 | $54,762-82.6% | $90,281-89.5% | $72,985-87.0% |
| Participation rate | 28.1% | 65.1%-37.0pp | 73.3%-45.1pp | 69.5%-41.4pp |
| Annual return | 19.65% | 30.63%-11.0pp | 78.10%-58.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $330 | $2,092-84.2% | $2,854-88.4% | $2,440-86.5% |
| Participant deferral / active EE | $369 | $2,887-87.2% | $3,885-90.5% | $3,607-89.8% |
| Admin fee / account holder | $378 | $3,972-90.5% | $5,351-92.9% | $5,124-92.6% |