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 | $6,390 | $52,580-87.8% | $71,671-91.1% | $70,131-90.9% |
| Participation rate | 18.3% | 60.9%-42.6pp | 68.7%-50.5pp | 69.5%-51.2pp |
| Annual return | 21.20% | 20.25%+0.9pp | 20.65%+0.5pp | 73.14%-51.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $390 | $2,386-83.7% | $3,438-88.7% | $3,332-88.3% |
| Admin fee / account holder | $1,165 | $3,653-68.1% | $5,558-79.0% | $4,645-74.9% |