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 | $21,693 | $95,803-77.4% | $113,168-80.8% | $84,808-74.4% |
| Participation rate | 54.7% | 72.9%-18.1pp | 76.6%-21.8pp | 68.3%-13.6pp |
| Annual return | 18.15% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $694 | $2,360-70.6% | $2,975-76.7% | $2,631-73.6% |
| Participant deferral / active EE | $1,565 | $4,242-63.1% | $5,107-69.3% | $4,212-62.8% |
| Admin fee / account holder | $811 | $8,989-91.0% | $12,068-93.3% | $7,344-89.0% |