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 4-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 | $16,218 | $81,460-80.1% | $103,333-84.3% | $80,856-79.9% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.6%-46.2pp |
| Annual return | 25.20% | 25.55%-0.3pp | 24.88%+0.3pp | 35.59%-10.4pp |
| Employer contribution / active EE | $820 | $3,105-73.6% | $3,868-78.8% | $2,755-70.2% |
| Participant deferral / active EE | $1,063 | $3,869-72.5% | $5,057-79.0% | $4,296-75.3% |
| Admin fee / account holder | $1,119 | $6,566-83.0% | $8,355-86.6% | $6,918-83.8% |