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 8-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 | $10,451 | $89,355-88.3% | $141,162-92.6% | $72,985-85.7% |
| Participation rate | 37.3% | 75.1%-37.9pp | 82.5%-45.2pp | 69.5%-32.2pp |
| Annual return | 26.69% | 111.85%-85.2pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $840 | $3,114-73.0% | $4,735-82.3% | $2,440-65.6% |
| Participant deferral / active EE | $2,212 | $5,418-59.2% | $6,709-67.0% | $3,607-38.7% |
| Admin fee / account holder | $2,660 | $5,958-55.4% | $10,261-74.1% | $5,124-48.1% |