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 | $23,735 | $136,307-82.6% | $106,619-77.7% | $273,961-91.3% |
| Participation rate | 37.5% | 84.8%-47.3pp | 78.0%-40.5pp | 83.0%-45.5pp |
| Annual return | 5.06% | 11.05%-6.0pp | 9.42%-4.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $579 | $4,969-88.4% | $3,930-85.3% | $5,287-89.1% |
| Admin fee / account holder | $1,439 | $8,625-83.3% | $6,418-77.6% | $10,132-85.8% |