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 | $8,467 | $135,952-93.8% | $123,892-93.2% | $273,961-96.9% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 6.17% | 56.63%-50.5pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,146 | $5,170-77.8% | $4,617-75.2% | $4,869-76.5% |
| Participant deferral / active EE | $1,846 | $6,343-70.9% | $5,984-69.2% | $5,287-65.1% |
| Admin fee / account holder | $3,183 | $9,817-67.6% | $8,357-61.9% | $10,132-68.6% |