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 | $4,067 | $47,944-91.5% | $67,834-94.0% | $62,891-93.5% |
| Participation rate | 23.5% | 61.1%-37.5pp | 68.8%-45.3pp | 69.3%-45.8pp |
| Annual return | 8.96% | 11.77%-2.8pp | 138.47%-129.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $471 | $2,247-79.0% | $3,160-85.1% | $3,203-85.3% |
| Admin fee / account holder | $689 | $3,712-81.4% | $4,622-85.1% | $4,296-84.0% |