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 9-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 | $30,953 | $95,803-67.7% | $113,168-72.6% | $84,808-63.5% |
| Participation rate | 68.9% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.6pp |
| Annual return | 12.77% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,364 | $2,360-42.2% | $2,975-54.2% | $2,631-48.2% |
| Participant deferral / active EE | $1,871 | $4,242-55.9% | $5,107-63.4% | $4,212-55.6% |
| Admin fee / account holder | $3,972 | $8,989-55.8% | $12,068-67.1% | $7,344-45.9% |