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 | $6,871 | $71,050-90.3% | $93,606-92.7% | $80,856-91.5% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.6%-23.6pp |
| Annual return | 19.54% | 11.26%+8.3pp | 133.20%-113.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $385 | $1,564-75.4% | $2,420-84.1% | $2,755-86.0% |
| Participant deferral / active EE | $590 | $4,034-85.4% | $4,411-86.6% | $4,296-86.3% |
| Admin fee / account holder | $556 | $6,945-92.0% | $8,285-93.3% | $6,918-92.0% |