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 | $13,153 | $159,602-91.8% | $150,045-91.2% | $142,382-90.8% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.3%-30.1pp | 80.1%-27.9pp |
| Annual return | 20.83% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,398 | $4,961-71.8% | $4,693-70.2% | $4,299-67.5% |
| Participant deferral / active EE | $2,105 | $8,310-74.7% | $7,997-73.7% | $6,507-67.7% |
| Admin fee / account holder | $1,771 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |