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 | $24,656 | $78,705-68.7% | $117,854-79.1% | $70,131-64.8% |
| Participation rate | 54.8% | 73.2%-18.4pp | 79.7%-24.9pp | 69.5%-14.8pp |
| Annual return | 20.06% | 23.30%-3.2pp | 335.08%-315.0pp | 73.14%-53.1pp |
| Employer contribution / active EE | $835 | $2,223-62.4% | $3,786-77.9% | $2,342-64.3% |
| Participant deferral / active EE | $1,110 | $3,297-66.3% | $4,482-75.2% | $3,332-66.7% |
| Admin fee / account holder | $1,477 | $5,065-70.8% | $8,020-81.6% | $4,645-68.2% |