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 | $68,547-80.5% | $120,354-88.9% | $80,856-83.4% |
| Participation rate | 29.0% | 61.6%-32.6pp | 71.9%-42.9pp | 67.6%-38.6pp |
| Annual return | 18.68% | 23.60%-4.9pp | 107.15%-88.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $626 | $2,051-69.5% | $3,463-81.9% | $2,755-77.3% |
| Participant deferral / active EE | $780 | $3,173-75.4% | $4,991-84.4% | $4,296-81.8% |
| Admin fee / account holder | $604 | $5,732-89.5% | $9,423-93.6% | $6,918-91.3% |