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 | $6,815 | $80,717-91.6% | $154,803-95.6% | $84,808-92.0% |
| Participation rate | 26.9% | 66.8%-39.9pp | 78.1%-51.1pp | 68.3%-41.4pp |
| Annual return | 16.93% | 37.96%-21.0pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $480 | $2,761-82.6% | $4,305-88.8% | $2,631-81.8% |
| Participant deferral / active EE | $662 | $3,303-80.0% | $5,540-88.1% | $4,212-84.3% |
| Admin fee / account holder | $2,712 | $6,746-59.8% | $14,329-81.1% | $7,344-63.1% |