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 5-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 | $3,654 | $80,717-95.5% | $154,803-97.6% | $84,808-95.7% |
| Participation rate | 48.4% | 66.8%-18.4pp | 78.1%-29.7pp | 68.3%-19.9pp |
| Annual return | 25.48% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $485 | $2,761-82.4% | $4,305-88.7% | $2,631-81.6% |
| Participant deferral / active EE | $484 | $3,303-85.3% | $5,540-91.3% | $4,212-88.5% |
| Admin fee / account holder | $2,358 | $6,746-65.0% | $14,329-83.5% | $7,344-67.9% |