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 | $26,881 | $80,968-66.8% | $96,544-72.2% | $75,163-64.2% |
| Participation rate | 29.7% | 71.8%-42.0pp | 76.0%-46.2pp | 67.2%-37.5pp |
| Annual return | 20.33% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $768 | $2,282-66.4% | $2,965-74.1% | $2,670-71.2% |
| Participant deferral / active EE | $1,125 | $3,928-71.4% | $4,851-76.8% | $4,125-72.7% |
| Admin fee / account holder | $3,003 | $6,724-55.3% | $8,252-63.6% | $5,651-46.9% |