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 7-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 | $5,082 | $37,426-86.4% | $77,482-93.4% | $79,858-93.6% |
| Participation rate | 24.2% | 41.5%-17.3pp | 54.2%-30.0pp | 69.6%-45.4pp |
| Annual return | 14.33% | 39.70%-25.4pp | 54.79%-40.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $102 | $637-84.0% | $986-89.7% | $2,471-95.9% |
| Participant deferral / active EE | $146 | $1,260-88.4% | $1,861-92.1% | $3,740-96.1% |
| Admin fee / account holder | $1,252 | $2,504-50.0% | $2,858-56.2% | $5,306-76.4% |