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 | $28,773 | $95,803-70.0% | $113,168-74.6% | $84,808-66.1% |
| Participation rate | 68.0% | 72.9%-4.8pp | 76.6%-8.5pp | 68.3%-0.3pp |
| Annual return | 17.19% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $802 | $2,360-66.0% | $2,975-73.0% | $2,631-69.5% |
| Participant deferral / active EE | $1,766 | $4,242-58.4% | $5,107-65.4% | $4,212-58.1% |
| Admin fee / account holder | $2,510 | $8,989-72.1% | $12,068-79.2% | $7,344-65.8% |