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 | $25,200 | $80,968-68.9% | $96,544-73.9% | $75,163-66.5% |
| Participation rate | 25.5% | 71.8%-46.3pp | 76.0%-50.5pp | 67.2%-41.7pp |
| Annual return | 17.87% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $836 | $2,282-63.4% | $2,965-71.8% | $2,670-68.7% |
| Participant deferral / active EE | $1,276 | $3,928-67.5% | $4,851-73.7% | $4,125-69.1% |
| Admin fee / account holder | $1,922 | $6,724-71.4% | $8,252-76.7% | $5,651-66.0% |