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 7-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 | $26,739 | $91,407-70.7% | $135,903-80.3% | $71,457-62.6% |
| Participation rate | 52.7% | 75.7%-22.9pp | 81.9%-29.2pp | 67.9%-15.2pp |
| Annual return | 26.15% | 29.90%-3.7pp | 68.23%-42.1pp | 28.85%-2.7pp |
| Employer contribution / active EE | $1,383 | $3,703-62.7% | $4,856-71.5% | $2,588-46.5% |
| Participant deferral / active EE | $2,878 | $7,092-59.4% | $7,758-62.9% | $4,289-32.9% |
| Admin fee / account holder | $704 | $1,266-44.4% | $10,762-93.5% | $1,587-55.7% |