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 6-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 | $15,342 | $77,503-80.2% | $100,391-84.7% | $80,856-81.0% |
| Participation rate | 42.9% | 76.9%-34.1pp | 81.5%-38.6pp | 67.6%-24.8pp |
| Annual return | 13.93% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $564 | $2,801-79.9% | $3,942-85.7% | $2,755-79.5% |
| Participant deferral / active EE | $1,435 | $6,820-79.0% | $8,082-82.2% | $4,296-66.6% |
| Admin fee / account holder | $1,094 | $5,897-81.5% | $7,899-86.2% | $6,918-84.2% |