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 | $8,918 | $62,672-85.8% | $185,117-95.2% | $70,131-87.3% |
| Participation rate | 31.3% | 63.8%-32.4pp | 77.3%-45.9pp | 69.5%-38.2pp |
| Annual return | 21.73% | 40.79%-19.1pp | 40.50%-18.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $311 | $1,753-82.2% | $4,182-92.6% | $2,342-86.7% |
| Participant deferral / active EE | $927 | $3,272-71.7% | $5,045-81.6% | $3,332-72.2% |
| Admin fee / account holder | $420 | $3,932-89.3% | $8,159-94.9% | $4,645-91.0% |