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 | $3,765 | $53,018-92.9% | $70,014-94.6% | $62,891-94.0% |
| Participation rate | 40.0% | 67.2%-27.2pp | 71.8%-31.8pp | 69.3%-29.3pp |
| Annual return | 6.46% | 13.35%-6.9pp | 12.99%-6.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $418 | $1,799-76.8% | $2,338-82.1% | $2,281-81.7% |
| Participant deferral / active EE | $488 | $2,395-79.6% | $2,931-83.4% | $3,203-84.8% |
| Admin fee / account holder | $800 | $3,690-78.3% | $4,380-81.7% | $4,296-81.4% |