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 6-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 | $13,935 | $93,571-85.1% | $135,903-89.7% | $75,163-81.5% |
| Participation rate | 48.3% | 75.2%-26.8pp | 81.9%-33.6pp | 67.2%-18.9pp |
| Annual return | 20.99% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,073 | $3,537-69.7% | $4,856-77.9% | $2,670-59.8% |
| Participant deferral / active EE | $1,704 | $6,404-73.4% | $7,758-78.0% | $4,125-58.7% |
| Admin fee / account holder | $712 | $6,975-89.8% | $10,762-93.4% | $5,651-87.4% |