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 | $136,187 | $244,740-44.4% | $206,214-34.0% | $357,791-61.9% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.4%-44.9pp | 85.6%-48.1pp |
| Annual return | 17.46% | -3.72%+21.2pp | -1.60%+19.1pp | 396.79%-379.3pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,568 | $4,983-28.4% | $4,649-23.3% | $5,521-35.4% |
| Admin fee / account holder | $1,268 | $15,419-91.8% | $13,671-90.7% | $28,387-95.5% |