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 | $14,622 | $109,359-86.6% | $162,163-91.0% | $72,985-80.0% |
| Participation rate | 54.8% | 84.3%-29.4pp | 87.6%-32.7pp | 69.5%-14.6pp |
| Annual return | 26.80% | 25.46%+1.3pp | 115.59%-88.8pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,533 | $3,907-60.8% | $5,614-72.7% | $2,440-37.2% |
| Participant deferral / active EE | $2,277 | $5,481-58.5% | $7,298-68.8% | $3,607-36.9% |
| Admin fee / account holder | $3,225 | $7,972-59.5% | $10,843-70.3% | $5,124-37.1% |