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 9-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 | $7,739 | $65,041-88.1% | $90,951-91.5% | $79,858-90.3% |
| Participation rate | 39.2% | 61.6%-22.4pp | 69.0%-29.8pp | 69.6%-30.4pp |
| Annual return | 16.18% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $254 | $1,247-79.7% | $2,122-88.0% | $2,471-89.7% |
| Participant deferral / active EE | $1,080 | $2,512-57.0% | $3,373-68.0% | $3,740-71.1% |
| Admin fee / account holder | $1,481 | $4,536-67.3% | $5,959-75.1% | $5,306-72.1% |