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 | $27,399 | $125,758-78.2% | $169,993-83.9% | $75,163-63.5% |
| Participation rate | 61.4% | 83.6%-22.2pp | 87.0%-25.6pp | 67.2%-5.8pp |
| Annual return | 15.45% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,599 | $4,615-65.4% | $6,785-76.4% | $2,670-40.1% |
| Participant deferral / active EE | $1,956 | $6,837-71.4% | $10,408-81.2% | $4,125-52.6% |
| Admin fee / account holder | $4,146 | $8,173-49.3% | $12,815-67.7% | $5,651-26.6% |