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 | $8,065 | $72,012-88.8% | $185,823-95.7% | $79,858-89.9% |
| Participation rate | 39.3% | 65.8%-26.5pp | 78.0%-38.7pp | 69.6%-30.3pp |
| Annual return | 18.86% | 23.12%-4.3pp | 35.95%-17.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $867 | $1,965-55.9% | $4,087-78.8% | $2,471-64.9% |
| Participant deferral / active EE | $1,047 | $3,779-72.3% | $5,632-81.4% | $3,740-72.0% |
| Admin fee / account holder | $445 | $4,513-90.1% | $9,500-95.3% | $5,306-91.6% |