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 | $6,562 | $77,634-91.5% | $156,549-95.8% | $62,891-89.6% |
| Participation rate | 27.3% | 71.2%-43.9pp | 84.0%-56.7pp | 69.3%-42.0pp |
| Annual return | 43.37% | 50.32%-7.0pp | 32.23%+11.1pp | 20.14%+23.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $727 | $3,045-76.1% | $4,871-85.1% | $3,203-77.3% |
| Admin fee / account holder | $1,086 | $5,561-80.5% | $13,027-91.7% | $4,296-74.7% |