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 | $18,593 | $57,831-67.8% | $82,389-77.4% | $85,563-78.3% |
| Participation rate | 3.5% | 55.0%-51.5pp | 69.5%-66.1pp | 66.0%-62.5pp |
| Annual return | 31.26% | 17.86%+13.4pp | 28.67%+2.6pp | 31.51%-0.3pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $195 | $3,118-93.7% | $4,155-95.3% | $4,375-95.5% |
| Admin fee / account holder | $4,974 | $1,391+257.5% | $7,231-31.2% | $834+496.2% |