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 | $10,289 | $48,076-78.6% | $78,689-86.9% | $62,891-83.6% |
| Participation rate | 52.8% | 65.2%-12.4pp | 73.6%-20.8pp | 69.3%-16.5pp |
| Annual return | 5.44% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $542 | $2,015-73.1% | $2,851-81.0% | $2,281-76.2% |
| Participant deferral / active EE | $687 | $2,588-73.5% | $3,517-80.5% | $3,203-78.6% |
| Admin fee / account holder | $618 | $3,207-80.7% | $4,510-86.3% | $4,296-85.6% |