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 | $18,387 | $74,927-75.5% | $101,794-81.9% | $84,808-78.3% |
| Participation rate | 51.4% | 61.4%-10.1pp | 69.2%-17.8pp | 68.3%-17.0pp |
| Annual return | 13.06% | 18.70%-5.6pp | 30.53%-17.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $422 | $1,522-72.2% | $2,289-81.5% | $2,631-83.9% |
| Participant deferral / active EE | $561 | $3,099-81.9% | $4,084-86.3% | $4,212-86.7% |
| Admin fee / account holder | $3,603 | $6,514-44.7% | $8,777-58.9% | $7,344-50.9% |