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 4-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 | $2,909 | $77,896-96.3% | $134,172-97.8% | $82,448-96.5% |
| Participation rate | 17.6% | 62.8%-45.1pp | 72.5%-54.8pp | 68.1%-50.4pp |
| Annual return | 21.86% | 18.21%+3.6pp | 25.30%-3.4pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $472 | $3,162-85.1% | $4,690-89.9% | $4,139-88.6% |
| Admin fee / account holder | $881 | $6,336-86.1% | $12,016-92.7% | $7,234-87.8% |