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 | $32,664 | $95,803-65.9% | $113,168-71.1% | $84,808-61.5% |
| Participation rate | 35.9% | 72.9%-37.0pp | 76.6%-40.7pp | 68.3%-32.4pp |
| Annual return | 14.98% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $877 | $2,360-62.8% | $2,975-70.5% | $2,631-66.7% |
| Participant deferral / active EE | $1,114 | $4,242-73.7% | $5,107-78.2% | $4,212-73.6% |
| Admin fee / account holder | $2,268 | $8,989-74.8% | $12,068-81.2% | $7,344-69.1% |