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 | $19,215 | $91,552-79.0% | $133,956-85.7% | $79,858-75.9% |
| Participation rate | 31.2% | 73.3%-42.2pp | 79.8%-48.7pp | 69.6%-38.5pp |
| Annual return | 16.99% | 61.85%-44.9pp | 45.09%-28.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $405 | $3,733-89.2% | $5,048-92.0% | $3,740-89.2% |
| Admin fee / account holder | $1,655 | $6,321-73.8% | $8,927-81.5% | $5,306-68.8% |