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 | $18,867 | $89,355-78.9% | $141,162-86.6% | $72,985-74.1% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.6pp | 69.5%-10.7pp |
| Annual return | 24.79% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,085 | $3,114-65.2% | $4,735-77.1% | $2,440-55.5% |
| Participant deferral / active EE | $1,596 | $5,418-70.6% | $6,709-76.2% | $3,607-55.8% |
| Admin fee / account holder | $1,373 | $5,958-77.0% | $10,261-86.6% | $5,124-73.2% |