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 6-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 | $18,228 | $59,263-69.2% | $96,562-81.1% | $79,386-77.0% |
| Participation rate | 23.7% | 61.9%-38.2pp | 69.8%-46.2pp | 70.7%-47.0pp |
| Annual return | 17.18% | 27.07%-9.9pp | 37.78%-20.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $576 | $1,216-52.6% | $2,356-75.6% | $2,427-76.3% |
| Participant deferral / active EE | $1,266 | $2,948-57.0% | $3,849-67.1% | $4,046-68.7% |
| Admin fee / account holder | $733 | $658+11.3% | $6,181-88.1% | $626+17.0% |