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 | $7,120 | $85,766-91.7% | $136,294-94.8% | $70,131-89.8% |
| Participation rate | 37.0% | 74.2%-37.2pp | 81.9%-45.0pp | 69.5%-32.6pp |
| Annual return | 24.41% | 31.45%-7.0pp | 5155.94%-5131.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $641 | $2,966-78.4% | $4,695-86.3% | $2,342-72.6% |
| Participant deferral / active EE | $915 | $5,051-81.9% | $6,247-85.4% | $3,332-72.5% |
| Admin fee / account holder | $821 | $5,420-84.9% | $9,243-91.1% | $4,645-82.3% |