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 | $16,189 | $98,750-83.6% | $149,696-89.2% | $79,858-79.7% |
| Participation rate | 47.8% | 75.8%-27.9pp | 82.5%-34.6pp | 69.6%-21.8pp |
| Annual return | 15.61% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $905 | $3,216-71.9% | $4,644-80.5% | $2,471-63.4% |
| Participant deferral / active EE | $1,635 | $5,680-71.2% | $6,842-76.1% | $3,740-56.3% |
| Admin fee / account holder | $652 | $6,053-89.2% | $9,309-93.0% | $5,306-87.7% |