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 7-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 | $11,282 | $63,861-82.3% | $104,607-89.2% | $79,858-85.9% |
| Participation rate | 14.9% | 64.9%-50.0pp | 74.1%-59.2pp | 69.6%-54.7pp |
| Annual return | 19.32% | 21.30%-2.0pp | 340.46%-321.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $553 | $2,693-79.5% | $3,740-85.2% | $3,740-85.2% |
| Admin fee / account holder | $8,087 | $4,185+93.2% | $6,473+24.9% | $5,306+52.4% |