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 | $18,585 | $60,349-69.2% | $74,183-74.9% | $62,891-70.4% |
| Participation rate | 63.8% | 72.7%-9.0pp | 76.6%-12.8pp | 69.3%-5.5pp |
| Annual return | 5.56% | 21.37%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,204 | $2,856-57.8% | $3,550-66.1% | $3,203-62.4% |
| Admin fee / account holder | $3,157 | $4,261-25.9% | $5,586-43.5% | $4,296-26.5% |