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 9-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 | $15,064 | $228,332-93.4% | $185,823-91.9% | $158,922-90.5% |
| Participation rate | 26.3% | 82.3%-56.0pp | 78.0%-51.7pp | 82.0%-55.6pp |
| Annual return | 14.04% | 40.80%-26.8pp | 35.95%-21.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $826 | $6,415-87.1% | $5,632-85.3% | $5,982-86.2% |
| Admin fee / account holder | $2,277 | $11,864-80.8% | $9,500-76.0% | $11,246-79.8% |