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 | $11,392 | $89,753-87.3% | $107,525-89.4% | $84,808-86.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 37.21% | 29.48%+7.7pp | 181.32%-144.1pp | 40.90%-3.7pp |
| Employer contribution / active EE | $1,207 | $3,113-61.2% | $3,754-67.8% | $2,631-54.1% |
| Participant deferral / active EE | $1,682 | $4,056-58.5% | $5,116-67.1% | $4,212-60.1% |
| Admin fee / account holder | $1,493 | $7,222-79.3% | $8,919-83.3% | $7,344-79.7% |