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 8-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 | $11,553 | $118,450-90.2% | $98,439-88.3% | $139,434-91.7% |
| Participation rate | 33.3% | 77.4%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 11.88% | 18.94%-7.1pp | 21.16%-9.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $758 | $3,609-79.0% | $3,048-75.1% | $4,751-84.0% |
| Participant deferral / active EE | $867 | $5,392-83.9% | $4,738-81.7% | $6,710-87.1% |
| Admin fee / account holder | $7,815 | $14,026-44.3% | $8,948-12.7% | $11,403-31.5% |