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 9-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 | $5,062 | $35,986-85.9% | $77,482-93.5% | $73,488-93.1% |
| Participation rate | 50.9% | 40.8%+10.1pp | 54.2%-3.2pp | 70.7%-19.7pp |
| Annual return | 12.17% | 19.26%-7.1pp | 54.79%-42.6pp | 28.51%-16.3pp |
| Employer contribution / active EE | $186 | $557-66.6% | $986-81.1% | $2,270-91.8% |
| Participant deferral / active EE | $299 | $1,198-75.0% | $1,861-83.9% | $3,740-92.0% |
| Admin fee / account holder | $361 | $466-22.4% | $2,858-87.4% | $513-29.6% |