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 | $8,936 | $73,981-87.9% | $105,722-91.5% | $62,891-85.8% |
| Participation rate | 25.8% | 71.7%-45.9pp | 78.9%-53.1pp | 69.3%-43.5pp |
| Annual return | 19.78% | 17.60%+2.2pp | 12.25%+7.5pp | 20.14%-0.4pp |
| Employer contribution / active EE | $557 | $2,856-80.5% | $4,079-86.3% | $2,281-75.6% |
| Participant deferral / active EE | $791 | $4,038-80.4% | $5,326-85.1% | $3,203-75.3% |
| Admin fee / account holder | $5,376 | $5,976-10.0% | $8,308-35.3% | $4,296+25.2% |