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 4-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 | $8,157 | $68,547-88.1% | $120,354-93.2% | $80,856-89.9% |
| Participation rate | 31.1% | 61.6%-30.5pp | 71.9%-40.8pp | 67.6%-36.5pp |
| Annual return | 16.93% | 23.60%-6.7pp | 107.15%-90.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $659 | $2,051-67.9% | $3,463-81.0% | $2,755-76.1% |
| Participant deferral / active EE | $958 | $3,173-69.8% | $4,991-80.8% | $4,296-77.7% |
| Admin fee / account holder | $326 | $5,732-94.3% | $9,423-96.5% | $6,918-95.3% |