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 | $29,594 | $76,050-61.1% | $96,544-69.3% | $71,457-58.6% |
| Participation rate | 37.8% | 74.4%-36.6pp | 76.0%-38.1pp | 67.9%-30.1pp |
| Annual return | 21.73% | 22.81%-1.1pp | 25.84%-4.1pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,009 | $2,244-55.0% | $2,965-66.0% | $2,588-61.0% |
| Participant deferral / active EE | $1,978 | $4,215-53.1% | $4,851-59.2% | $4,289-53.9% |
| Admin fee / account holder | $9,333 | $2,707+244.8% | $8,252+13.1% | $1,587+488.0% |