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 | $16,321 | $112,096-85.4% | $95,952-83.0% | $158,922-89.7% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 6.34% | 171.09%-164.7pp | 91.61%-85.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $721 | $3,198-77.4% | $2,541-71.6% | $4,761-84.8% |
| Participant deferral / active EE | $1,332 | $4,784-72.2% | $4,167-68.0% | $5,982-77.7% |
| Admin fee / account holder | $6,042 | $10,130-40.4% | $6,795-11.1% | $11,246-46.3% |