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 | $6,908 | $57,065-87.9% | $75,670-90.9% | $70,131-90.2% |
| Participation rate | 29.6% | 68.1%-38.5pp | 72.3%-42.7pp | 69.5%-39.9pp |
| Annual return | 19.08% | 23.57%-4.5pp | 27.34%-8.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $381 | $1,817-79.0% | $2,352-83.8% | $2,342-83.7% |
| Participant deferral / active EE | $430 | $2,580-83.3% | $3,142-86.3% | $3,332-87.1% |
| Admin fee / account holder | $810 | $3,825-78.8% | $5,800-86.0% | $4,645-82.6% |