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 10-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 | $12,972 | $91,190-85.8% | $178,490-92.7% | $79,858-83.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 17.38% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,527 | $3,256-53.1% | $5,011-69.5% | $2,471-38.2% |
| Participant deferral / active EE | $838 | $3,236-74.1% | $5,202-83.9% | $3,740-77.6% |
| Admin fee / account holder | $586 | $6,751-91.3% | $13,984-95.8% | $5,306-89.0% |