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 7-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 | $9,878 | $64,324-84.6% | $118,925-91.7% | $79,858-87.6% |
| Participation rate | 26.7% | 64.9%-38.1pp | 75.4%-48.6pp | 69.6%-42.9pp |
| Annual return | 36.59% | 86.45%-49.9pp | 35.88%+0.7pp | 31.71%+4.9pp |
| Employer contribution / active EE | $682 | $1,836-62.9% | $3,263-79.1% | $2,471-72.4% |
| Participant deferral / active EE | $856 | $2,824-69.7% | $4,265-79.9% | $3,740-77.1% |
| Admin fee / account holder | $302 | $4,040-92.5% | $6,581-95.4% | $5,306-94.3% |