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 7-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 | $21,618 | $106,749-79.7% | $145,433-85.1% | $82,448-73.8% |
| Participation rate | 30.3% | 75.6%-45.3pp | 82.1%-51.8pp | 68.1%-37.8pp |
| Annual return | 42.73% | 27.59%+15.1pp | 66.58%-23.8pp | 41.64%+1.1pp |
| Employer contribution / active EE | $760 | $3,444-77.9% | $4,554-83.3% | $2,551-70.2% |
| Participant deferral / active EE | $1,096 | $6,519-83.2% | $7,897-86.1% | $4,139-73.5% |
| Admin fee / account holder | $1,992 | $8,390-76.3% | $13,129-84.8% | $7,234-72.5% |