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 | $14,083 | $71,050-80.2% | $93,606-85.0% | $80,856-82.6% |
| Participation rate | 24.6% | 60.4%-35.8pp | 68.7%-44.1pp | 67.6%-43.0pp |
| Annual return | 11.88% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $523 | $1,564-66.6% | $2,420-78.4% | $2,755-81.0% |
| Participant deferral / active EE | $968 | $4,034-76.0% | $4,411-78.1% | $4,296-77.5% |
| Admin fee / account holder | $1,200 | $6,945-82.7% | $8,285-85.5% | $6,918-82.7% |