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 3-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 | $12,509 | $80,673-84.5% | $101,326-87.7% | $84,808-85.3% |
| Participation rate | 57.7% | 77.8%-20.1pp | 81.5%-23.8pp | 68.3%-10.6pp |
| Annual return | 23.69% | 38.95%-15.3pp | 36.82%-13.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,300 | $2,698-51.8% | $3,665-64.5% | $2,631-50.6% |
| Participant deferral / active EE | $1,829 | $6,840-73.3% | $7,994-77.1% | $4,212-56.6% |
| Admin fee / account holder | $335 | $12,784-97.4% | $11,185-97.0% | $7,344-95.4% |