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 6-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 | $14,096 | $61,605-77.1% | $112,229-87.4% | $75,163-81.2% |
| Participation rate | 27.0% | 61.7%-34.7pp | 72.4%-45.5pp | 67.2%-40.2pp |
| Annual return | 14.73% | 28.47%-13.7pp | 30.20%-15.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $538 | $2,015-73.3% | $3,430-84.3% | $2,670-79.8% |
| Participant deferral / active EE | $1,079 | $3,108-65.3% | $4,798-77.5% | $4,125-73.8% |
| Admin fee / account holder | $964 | $4,862-80.2% | $7,748-87.6% | $5,651-82.9% |