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 | $23,714 | $131,153-81.9% | $101,326-76.6% | $102,872-76.9% |
| Participation rate | 6.0% | 80.8%-74.8pp | 81.5%-75.5pp | 73.0%-67.0pp |
| Annual return | 16.58% | 23.05%-6.5pp | 36.82%-20.2pp | 19.06%-2.5pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $3,665-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $519 | $10,801-95.2% | $7,994-93.5% | $5,535-90.6% |
| Admin fee / account holder | $2,568 | $140+1740.0% | $11,185-77.0% | $292+778.6% |