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 | $10,717 | $67,984-84.2% | $65,493-83.6% | $74,304-85.6% |
| Participation rate | 43.0% | 66.3%-23.4pp | 73.1%-30.1pp | 60.3%-17.4pp |
| Annual return | 21.55% | 19.87%+1.7pp | 982.45%-960.9pp | 29.43%-7.9pp |
| Employer contribution / active EE | $599 | $2,491-75.9% | $2,574-76.7% | $2,241-73.3% |
| Participant deferral / active EE | $798 | $3,346-76.2% | $3,961-79.9% | $3,767-78.8% |
| Admin fee / account holder | $511 | $1,373-62.8% | $5,028-89.8% | $2,969-82.8% |