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 | $16,649 | $85,766-80.6% | $136,294-87.8% | $70,131-76.3% |
| Participation rate | 34.0% | 74.2%-40.1pp | 81.9%-47.9pp | 69.5%-35.5pp |
| Annual return | 18.24% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $883 | $2,966-70.2% | $4,695-81.2% | $2,342-62.3% |
| Participant deferral / active EE | $1,566 | $5,051-69.0% | $6,247-74.9% | $3,332-53.0% |
| Admin fee / account holder | $4,117 | $5,420-24.0% | $9,243-55.5% | $4,645-11.4% |