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 3-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 | $13,392 | $68,573-80.5% | $120,368-88.9% | $80,874-83.4% |
| Participation rate | 29.0% | 61.6%-32.6pp | 71.9%-42.9pp | 67.6%-38.6pp |
| Annual return | 18.68% | 23.61%-4.9pp | 107.26%-88.6pp | 35.62%-16.9pp |
| Employer contribution / active EE | $626 | $2,052-69.5% | $3,465-81.9% | $2,756-77.3% |
| Participant deferral / active EE | $780 | $3,174-75.4% | $4,991-84.4% | $4,297-81.8% |
| Admin fee / account holder | $604 | $5,734-89.5% | $9,429-93.6% | $6,935-91.3% |