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 10-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 | $16,418 | $58,851-72.1% | $115,157-85.7% | $72,985-77.5% |
| Participation rate | 30.2% | 65.5%-35.3pp | 75.9%-45.7pp | 69.5%-39.3pp |
| Annual return | 19.66% | 23.16%-3.5pp | 35.60%-15.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $500 | $2,643-81.1% | $4,168-88.0% | $3,607-86.1% |
| Admin fee / account holder | $6,877 | $6,370+8.0% | $7,088-3.0% | $5,124+34.2% |