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 | $78,926-96.3% | $136,749-97.9% | $84,808-96.6% |
| Participation rate | 17.6% | 62.2%-44.5pp | 72.1%-54.5pp | 68.3%-50.7pp |
| Annual return | 21.86% | 18.17%+3.7pp | 24.33%-2.5pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $472 | $3,168-85.1% | $4,692-89.9% | $4,212-88.8% |
| Admin fee / account holder | $881 | $6,369-86.2% | $11,386-92.3% | $7,344-88.0% |