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 | $18,743 | $76,367-75.5% | $93,606-80.0% | $72,985-74.3% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.8%-17.7pp | 69.5%-11.3pp |
| Annual return | 19.36% | 25.82%-6.5pp | 32.76%-13.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $459 | $2,275-79.8% | $2,718-83.1% | $2,440-81.2% |
| Participant deferral / active EE | $1,281 | $3,538-63.8% | $4,069-68.5% | $3,607-64.5% |
| Admin fee / account holder | $1,956 | $6,838-71.4% | $7,888-75.2% | $5,124-61.8% |