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 | $10,098 | $59,101-82.9% | $77,163-86.9% | $75,163-86.6% |
| Participation rate | 56.0% | 63.9%-7.9pp | 69.6%-13.6pp | 67.2%-11.2pp |
| Annual return | 15.02% | 26.71%-11.7pp | 37.87%-22.9pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,098 | $1,995-45.0% | $2,535-56.7% | $2,670-58.9% |
| Participant deferral / active EE | $513 | $2,999-82.9% | $3,833-86.6% | $4,125-87.6% |
| Admin fee / account holder | $1,153 | $4,774-75.9% | $5,472-78.9% | $5,651-79.6% |