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 | $11,703 | $99,341-88.2% | $84,750-86.2% | $273,961-95.7% |
| Participation rate | 23.1% | 80.7%-57.6pp | 76.6%-53.5pp | 83.0%-59.9pp |
| Annual return | 4.02% | 22.93%-18.9pp | 22.78%-18.8pp | 41.45%-37.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $302 | $4,269-92.9% | $3,712-91.9% | $5,287-94.3% |
| Admin fee / account holder | $429 | $6,644-93.5% | $5,332-92.0% | $10,132-95.8% |