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 | $20,700 | $94,625-78.1% | $116,228-82.2% | $84,808-75.6% |
| Participation rate | 58.1% | 70.4%-12.4pp | 74.6%-16.5pp | 68.3%-10.2pp |
| Annual return | 14.84% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $986 | $2,347-58.0% | $2,994-67.1% | $2,631-62.5% |
| Participant deferral / active EE | $1,685 | $3,972-57.6% | $4,953-66.0% | $4,212-60.0% |
| Admin fee / account holder | $3,598 | $10,091-64.3% | $11,989-70.0% | $7,344-51.0% |