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 | $21,616 | $87,733-75.4% | $106,548-79.7% | $85,850-74.8% |
| Participation rate | 67.2% | 71.9%-4.7pp | 76.1%-8.9pp | 69.3%-2.1pp |
| Annual return | 14.05% | 21.86%-7.8pp | 26.80%-12.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,502 | $2,073-27.6% | $2,819-46.7% | $2,565-41.5% |
| Participant deferral / active EE | $1,410 | $3,469-59.4% | $4,398-67.9% | $3,952-64.3% |
| Admin fee / account holder | $1,967 | $6,767-70.9% | $7,407-73.4% | $6,260-68.6% |