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 | $20,678 | $99,633-79.2% | $183,328-88.7% | $82,448-74.9% |
| Participation rate | 23.9% | 70.8%-46.8pp | 77.3%-53.4pp | 68.1%-44.2pp |
| Annual return | 13.83% | 17.84%-4.0pp | 29.67%-15.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,858 | $4,938-62.4% | $6,795-72.7% | $4,139-55.1% |
| Admin fee / account holder | $19,587 | $9,934+97.2% | $21,427-8.6% | $7,234+170.7% |