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 | $17,472 | $89,753-80.5% | $107,525-83.8% | $84,808-79.4% |
| Participation rate | 39.2% | 68.1%-28.8pp | 75.1%-35.9pp | 68.3%-29.1pp |
| Annual return | 18.88% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $988 | $3,113-68.3% | $3,754-73.7% | $2,631-62.4% |
| Participant deferral / active EE | $1,368 | $4,056-66.3% | $5,116-73.3% | $4,212-67.5% |
| Admin fee / account holder | $4,947 | $7,222-31.5% | $8,919-44.5% | $7,344-32.6% |