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 | $103,975-77.2% | $96,576-75.4% | $103,975-77.2% |
| Participation rate | 6.0% | 72.5%-66.5pp | 81.4%-75.5pp | 72.5%-66.5pp |
| Annual return | 16.58% | 19.41%-2.8pp | 38.47%-21.9pp | 19.41%-2.8pp |
| Employer contribution / active EE | $0 | $3,722-100.0% | $3,553-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $519 | $5,343-90.3% | $7,956-93.5% | $5,343-90.3% |
| Admin fee / account holder | $2,568 | $332+672.4% | $11,381-77.4% | $332+672.4% |