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 5-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 | $13,750 | $108,825-87.4% | $156,181-91.2% | $82,448-83.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 54.33% | 20.59%+33.7pp | 64.87%-10.5pp | 41.64%+12.7pp |
| Employer contribution / active EE | $1,392 | $2,870-51.5% | $4,294-67.6% | $2,551-45.4% |
| Participant deferral / active EE | $1,713 | $4,577-62.6% | $6,132-72.1% | $4,139-58.6% |
| Admin fee / account holder | $3,072 | $9,341-67.1% | $14,586-78.9% | $7,234-57.5% |