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 | $12,042 | $73,981-83.7% | $105,722-88.6% | $62,891-80.9% |
| Participation rate | 22.2% | 71.7%-49.5pp | 78.9%-56.7pp | 69.3%-47.1pp |
| Annual return | 8.00% | 17.60%-9.6pp | 12.25%-4.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,040 | $4,038-74.3% | $5,326-80.5% | $3,203-67.5% |
| Admin fee / account holder | $2,804 | $5,976-53.1% | $8,308-66.3% | $4,296-34.7% |