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 | $35,264 | $123,793-71.5% | $177,821-80.2% | $79,858-55.8% |
| Participation rate | 67.5% | 84.7%-17.2pp | 87.7%-20.2pp | 69.6%-2.1pp |
| Annual return | 16.87% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,172 | $5,956-63.5% | $7,714-71.8% | $3,740-41.9% |
| Admin fee / account holder | $369 | $7,243-94.9% | $12,427-97.0% | $5,306-93.0% |