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 5-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 | $12,538 | $148,534-91.6% | $135,903-90.8% | $139,434-91.0% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-27.9pp |
| Annual return | 14.94% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,151 | $5,243-78.1% | $4,856-76.3% | $4,751-75.8% |
| Participant deferral / active EE | $1,982 | $8,100-75.5% | $7,758-74.5% | $6,710-70.5% |
| Admin fee / account holder | $3,649 | $12,400-70.6% | $10,762-66.1% | $11,403-68.0% |