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 | $77,896-87.9% | $134,172-93.0% | $82,448-88.6% |
| Participation rate | 5.3% | 62.8%-57.5pp | 72.5%-67.2pp | 68.1%-62.8pp |
| Annual return | 20.68% | 18.21%+2.5pp | 25.30%-4.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $193 | $3,162-93.9% | $4,690-95.9% | $4,139-95.3% |
| Admin fee / account holder | $2,046 | $6,336-67.7% | $12,016-83.0% | $7,234-71.7% |