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 | $28,978 | $197,591-85.3% | $177,821-83.7% | $158,922-81.8% |
| Participation rate | 31.6% | 88.5%-57.0pp | 87.7%-56.1pp | 82.0%-50.4pp |
| Annual return | 11.24% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,797 | $6,697-73.2% | $5,918-69.6% | $4,761-62.3% |
| Participant deferral / active EE | $2,847 | $8,405-66.1% | $7,714-63.1% | $5,982-52.4% |
| Admin fee / account holder | $6,260 | $15,399-59.3% | $12,427-49.6% | $11,246-44.3% |