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 5-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 | $5,101 | $76,407-93.3% | $150,298-96.6% | $82,448-93.8% |
| Participation rate | 64.0% | 66.4%-2.4pp | 77.8%-13.8pp | 68.1%-4.1pp |
| Annual return | 23.72% | 39.99%-16.3pp | 62.79%-39.1pp | 41.64%-17.9pp |
| Employer contribution / active EE | $502 | $2,614-80.8% | $4,154-87.9% | $2,551-80.3% |
| Participant deferral / active EE | $684 | $3,214-78.7% | $5,453-87.5% | $4,139-83.5% |
| Admin fee / account holder | $2,418 | $6,352-61.9% | $14,116-82.9% | $7,234-66.6% |