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 3-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 | $9,404 | $78,926-88.1% | $136,749-93.1% | $84,808-88.9% |
| Participation rate | 5.3% | 62.2%-56.9pp | 72.1%-66.9pp | 68.3%-63.0pp |
| Annual return | 20.68% | 18.17%+2.5pp | 24.33%-3.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $193 | $3,168-93.9% | $4,692-95.9% | $4,212-95.4% |
| Admin fee / account holder | $2,046 | $6,369-67.9% | $11,386-82.0% | $7,344-72.1% |