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 | $22,173 | $89,355-75.2% | $141,162-84.3% | $72,985-69.6% |
| Participation rate | 58.5% | 75.1%-16.6pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 24.61% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,058 | $3,114-66.0% | $4,735-77.6% | $2,440-56.6% |
| Participant deferral / active EE | $2,196 | $5,418-59.5% | $6,709-67.3% | $3,607-39.1% |
| Admin fee / account holder | $628 | $5,958-89.5% | $10,261-93.9% | $5,124-87.7% |