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 8-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 | $11,896 | $70,475-83.1% | $100,516-88.2% | $79,858-85.1% |
| Participation rate | 60.7% | 73.7%-12.9pp | 79.4%-18.7pp | 69.6%-8.9pp |
| Annual return | 31.40% | 21.90%+9.5pp | 30.89%+0.5pp | 31.71%-0.3pp |
| Employer contribution / active EE | $484 | $2,165-77.6% | $3,418-85.8% | $2,471-80.4% |
| Participant deferral / active EE | $1,847 | $5,181-64.3% | $6,270-70.5% | $3,740-50.6% |
| Admin fee / account holder | $601 | $4,478-86.6% | $8,081-92.6% | $5,306-88.7% |