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 | $12,676 | $140,588-91.0% | $123,104-89.7% | $125,391-89.9% |
| Participation rate | 65.0% | 88.2%-23.2pp | 86.8%-21.8pp | 83.2%-18.2pp |
| Annual return | -3.26% | 16.80%-20.1pp | 13.22%-16.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $6,739 | $6,041+11.5% | $5,151+30.8% | $4,866+38.5% |
| Participant deferral / active EE | $1,538 | $6,980-78.0% | $6,230-75.3% | $5,352-71.3% |
| Admin fee / account holder | $1,079 | $11,198-90.4% | $9,015-88.0% | $9,540-88.7% |