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 6-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 | $23,147 | $181,894-87.3% | $156,549-85.2% | $273,961-91.6% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 5.52% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,376 | $6,248-62.0% | $5,501-56.8% | $4,869-51.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $630 | $15,559-95.9% | $13,027-95.2% | $10,132-93.8% |