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 | $27,513 | $125,758-78.1% | $169,993-83.8% | $75,163-63.4% |
| Participation rate | 65.7% | 83.6%-17.9pp | 87.0%-21.3pp | 67.2%-1.5pp |
| Annual return | 16.94% | 27.20%-10.3pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,468 | $4,615-68.2% | $6,785-78.4% | $2,670-45.0% |
| Participant deferral / active EE | $1,724 | $6,837-74.8% | $10,408-83.4% | $4,125-58.2% |
| Admin fee / account holder | $1,754 | $8,173-78.5% | $12,815-86.3% | $5,651-69.0% |