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 | $14,103 | $232,540-93.9% | $185,117-92.4% | $147,584-90.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 16.01% | 43.03%-27.0pp | 40.50%-24.5pp | 578.55%-562.5pp |
| Employer contribution / active EE | $649 | $5,195-87.5% | $4,182-84.5% | $4,876-86.7% |
| Participant deferral / active EE | $650 | $5,834-88.9% | $5,045-87.1% | $5,439-88.0% |
| Admin fee / account holder | $3,949 | $10,275-61.6% | $8,159-51.6% | $10,885-63.7% |