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 | $30,089 | $138,347-78.3% | $184,203-83.7% | $80,856-62.8% |
| Participation rate | 65.7% | 83.9%-18.2pp | 86.8%-21.1pp | 67.6%-1.9pp |
| Annual return | 13.49% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,696 | $4,850-65.0% | $6,427-73.6% | $2,755-38.4% |
| Participant deferral / active EE | $2,935 | $7,071-58.5% | $9,131-67.9% | $4,296-31.7% |
| Admin fee / account holder | $2,542 | $10,483-75.7% | $13,901-81.7% | $6,918-63.2% |