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 | $12,043 | $157,256-92.3% | $141,162-91.5% | $152,861-92.1% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.4%-51.7pp |
| Annual return | 22.29% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,060 | $5,261-79.9% | $4,735-77.6% | $4,762-77.7% |
| Participant deferral / active EE | $1,366 | $7,109-80.8% | $6,709-79.6% | $5,850-76.7% |
| Admin fee / account holder | $7,462 | $12,120-38.4% | $10,261-27.3% | $11,596-35.7% |