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 | $18,207 | $58,512-68.9% | $84,015-78.3% | $72,985-75.1% |
| Participation rate | 61.3% | 61.2%+0.1pp | 69.0%-7.7pp | 69.5%-8.2pp |
| Annual return | 22.39% | 28.93%-6.5pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $593 | $2,394-75.2% | $3,239-81.7% | $3,607-83.6% |
| Admin fee / account holder | $898 | $4,569-80.4% | $6,101-85.3% | $5,124-82.5% |