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 | $14,140 | $72,277-80.4% | $101,248-86.0% | $79,858-82.3% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | 16.05% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $788 | $2,692-70.7% | $3,660-78.5% | $2,471-68.1% |
| Participant deferral / active EE | $953 | $3,282-71.0% | $4,370-78.2% | $3,740-74.5% |
| Admin fee / account holder | $1,956 | $4,400-55.6% | $5,945-67.1% | $5,306-63.1% |