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 | $25,956 | $80,724-67.8% | $103,333-74.9% | $74,495-65.2% |
| Participation rate | 34.6% | 65.7%-31.1pp | 74.5%-39.9pp | 67.2%-32.6pp |
| Annual return | 15.92% | 27.56%-11.6pp | 24.88%-9.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $903 | $3,157-71.4% | $3,868-76.6% | $2,623-65.6% |
| Participant deferral / active EE | $1,136 | $3,860-70.6% | $5,057-77.5% | $4,346-73.9% |
| Admin fee / account holder | $1,987 | $2,368-16.1% | $8,355-76.2% | $1,942+2.3% |