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 | $16,412 | $76,050-78.4% | $96,544-83.0% | $71,457-77.0% |
| Participation rate | 41.1% | 74.4%-33.3pp | 76.0%-34.8pp | 67.9%-26.8pp |
| Annual return | 37.38% | 22.81%+14.6pp | 25.84%+11.5pp | 28.85%+8.5pp |
| Employer contribution / active EE | $987 | $2,244-56.0% | $2,965-66.7% | $2,588-61.9% |
| Participant deferral / active EE | $1,960 | $4,215-53.5% | $4,851-59.6% | $4,289-54.3% |
| Admin fee / account holder | $1,461 | $2,707-46.0% | $8,252-82.3% | $1,587-7.9% |