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 8-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 | $10,553 | $65,041-83.8% | $90,951-88.4% | $79,858-86.8% |
| Participation rate | 10.3% | 61.6%-51.3pp | 69.0%-58.7pp | 69.6%-59.3pp |
| Annual return | 21.96% | 30.45%-8.5pp | 134.60%-112.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $385 | $1,247-69.1% | $2,122-81.9% | $2,471-84.4% |
| Participant deferral / active EE | $587 | $2,512-76.6% | $3,373-82.6% | $3,740-84.3% |
| Admin fee / account holder | $1,080 | $4,536-76.2% | $5,959-81.9% | $5,306-79.6% |