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 6-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 | $8,433 | $81,460-89.6% | $103,333-91.8% | $80,856-89.6% |
| Participation rate | 22.0% | 66.8%-44.8pp | 74.5%-52.5pp | 67.6%-45.6pp |
| Annual return | 14.83% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $575 | $3,869-85.1% | $5,057-88.6% | $4,296-86.6% |
| Admin fee / account holder | $1,267 | $6,566-80.7% | $8,355-84.8% | $6,918-81.7% |