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 | $28,685 | $140,588-79.6% | $123,104-76.7% | $125,391-77.1% |
| Participation rate | 42.1% | 88.2%-46.1pp | 86.8%-44.7pp | 83.2%-41.1pp |
| Annual return | -0.95% | 16.80%-17.7pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,158 | $6,980-69.1% | $6,230-65.4% | $5,352-59.7% |
| Admin fee / account holder | $1,724 | $11,198-84.6% | $9,015-80.9% | $9,540-81.9% |