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 | $13,536 | $56,054-75.9% | $171,082-92.1% | $62,891-78.5% |
| Participation rate | 35.5% | 62.9%-27.4pp | 76.7%-41.2pp | 69.3%-33.8pp |
| Annual return | 6.46% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $310 | $1,731-82.1% | $4,002-92.2% | $2,281-86.4% |
| Participant deferral / active EE | $376 | $3,158-88.1% | $4,797-92.2% | $3,203-88.3% |
| Admin fee / account holder | $1,521 | $3,647-58.3% | $8,520-82.2% | $4,296-64.6% |