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 5-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 | $8,499 | $106,749-92.0% | $145,433-94.2% | $82,448-89.7% |
| Participation rate | 2.3% | 75.6%-73.3pp | 82.1%-79.8pp | 68.1%-65.7pp |
| Annual return | 23.19% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $86 | $6,519-98.7% | $7,897-98.9% | $4,139-97.9% |
| Admin fee / account holder | $2,562 | $8,390-69.5% | $13,129-80.5% | $7,234-64.6% |