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 | $12,283 | $175,202-93.0% | $149,673-91.8% | $139,434-91.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.99% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,373 | $5,474-74.9% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $1,455 | $6,519-77.7% | $5,680-74.4% | $6,710-78.3% |
| Admin fee / account holder | $7,128 | $16,150-55.9% | $13,210-46.0% | $11,403-37.5% |