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 | $18,675 | $80,968-76.9% | $96,544-80.7% | $75,163-75.2% |
| Participation rate | 45.5% | 71.8%-26.3pp | 76.0%-30.5pp | 67.2%-21.7pp |
| Annual return | 16.74% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $735 | $2,282-67.8% | $2,965-75.2% | $2,670-72.5% |
| Participant deferral / active EE | $1,242 | $3,928-68.4% | $4,851-74.4% | $4,125-69.9% |
| Admin fee / account holder | $2,842 | $6,724-57.7% | $8,252-65.6% | $5,651-49.7% |