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 | $13,152 | $73,787-82.2% | $98,716-86.7% | $82,448-84.0% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.3%-9.8pp | 68.1%-8.6pp |
| Annual return | 12.99% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $657 | $3,081-78.7% | $4,048-83.8% | $4,139-84.1% |
| Admin fee / account holder | $847 | $6,500-87.0% | $8,703-90.3% | $7,234-88.3% |