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 | $13,100 | $45,602-71.3% | $117,472-88.8% | $66,914-80.4% |
| Participation rate | 15.4% | 57.6%-42.2pp | 70.6%-55.1pp | 69.8%-54.4pp |
| Annual return | 17.42% | -16.74%+34.2pp | 29.74%-12.3pp | 1.58%+15.8pp |
| Employer contribution / active EE | $481 | $1,579-69.5% | $4,176-88.5% | $2,544-81.1% |
| Participant deferral / active EE | $940 | $2,845-67.0% | $4,070-76.9% | $4,237-77.8% |
| Admin fee / account holder | $1,426 | $661+115.9% | $5,645-74.7% | $593+140.4% |