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 7-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 | $15,197 | $76,670-80.2% | $96,683-84.3% | $71,457-78.7% |
| Participation rate | 44.6% | 66.6%-22.0pp | 74.3%-29.7pp | 67.9%-23.3pp |
| Annual return | 32.52% | 48.29%-15.8pp | 35.69%-3.2pp | 28.85%+3.7pp |
| Employer contribution / active EE | $918 | $3,031-69.7% | $3,737-75.4% | $2,588-64.5% |
| Participant deferral / active EE | $1,330 | $3,771-64.7% | $4,878-72.7% | $4,289-69.0% |
| Admin fee / account holder | $1,106 | $2,028-45.5% | $6,730-83.6% | $1,587-30.3% |