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 7-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 | $28,172 | $91,407-69.2% | $135,903-79.3% | $71,457-60.6% |
| Participation rate | 17.3% | 75.7%-58.4pp | 81.9%-64.6pp | 67.9%-50.6pp |
| Annual return | 18.54% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $967 | $3,703-73.9% | $4,856-80.1% | $2,588-62.6% |
| Participant deferral / active EE | $2,604 | $7,092-63.3% | $7,758-66.4% | $4,289-39.3% |
| Admin fee / account holder | $3,831 | $1,266+202.6% | $10,762-64.4% | $1,587+141.3% |