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 | $23,108 | $105,181-78.0% | $159,436-85.5% | $85,850-73.1% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.8%-54.8pp | 69.3%-41.3pp |
| Annual return | 15.41% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,168 | $3,318-64.8% | $4,829-75.8% | $2,565-54.5% |
| Participant deferral / active EE | $2,242 | $5,945-62.3% | $7,352-69.5% | $3,952-43.3% |
| Admin fee / account holder | $2,126 | $6,933-69.3% | $10,799-80.3% | $6,260-66.0% |