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 10-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 | $17,999 | $53,777-66.5% | $134,143-86.6% | $79,858-77.5% |
| Participation rate | 51.5% | 58.8%-7.3pp | 72.2%-20.7pp | 69.6%-18.1pp |
| Annual return | 13.52% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,377 | $1,321+4.2% | $3,704-62.8% | $2,471-44.3% |
| Participant deferral / active EE | $632 | $2,420-73.9% | $3,499-81.9% | $3,740-83.1% |
| Admin fee / account holder | $16,441 | $3,984+312.7% | $6,684+146.0% | $5,306+209.8% |