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 | $8,054 | $63,346-87.3% | $92,233-91.3% | $70,131-88.5% |
| Participation rate | 20.6% | 68.7%-48.1pp | 76.5%-55.9pp | 69.5%-48.9pp |
| Annual return | 14.26% | 530.12%-515.9pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $487 | $2,854-82.9% | $3,897-87.5% | $3,332-85.4% |
| Admin fee / account holder | $1,268 | $3,840-67.0% | $5,194-75.6% | $4,645-72.7% |