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 | $20,006 | $81,460-75.4% | $103,333-80.6% | $80,856-75.3% |
| Participation rate | 38.5% | 66.8%-28.4pp | 74.5%-36.0pp | 67.6%-29.2pp |
| Annual return | 13.38% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,066 | $3,105-65.7% | $3,868-72.4% | $2,755-61.3% |
| Participant deferral / active EE | $1,213 | $3,869-68.7% | $5,057-76.0% | $4,296-71.8% |
| Admin fee / account holder | $1,328 | $6,566-79.8% | $8,355-84.1% | $6,918-80.8% |