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 | $13,074 | $78,926-83.4% | $136,749-90.4% | $84,808-84.6% |
| Participation rate | 34.4% | 62.2%-27.8pp | 72.1%-37.7pp | 68.3%-33.9pp |
| Annual return | 15.38% | 18.17%-2.8pp | 24.33%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $798 | $2,134-62.6% | $3,400-76.5% | $2,631-69.7% |
| Participant deferral / active EE | $933 | $3,168-70.5% | $4,692-80.1% | $4,212-77.8% |
| Admin fee / account holder | $2,939 | $6,369-53.9% | $11,386-74.2% | $7,344-60.0% |