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 | $11,884 | $85,766-86.1% | $136,294-91.3% | $70,131-83.1% |
| Participation rate | 65.8% | 74.2%-8.4pp | 81.9%-16.1pp | 69.5%-3.8pp |
| Annual return | 20.83% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $704 | $2,966-76.3% | $4,695-85.0% | $2,342-69.9% |
| Participant deferral / active EE | $936 | $5,051-81.5% | $6,247-85.0% | $3,332-71.9% |
| Admin fee / account holder | $2,205 | $5,420-59.3% | $9,243-76.1% | $4,645-52.5% |