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 | $17,244 | $86,286-80.0% | $111,297-84.5% | $85,850-79.9% |
| Participation rate | 50.9% | 73.3%-22.4pp | 77.3%-26.4pp | 69.3%-18.4pp |
| Annual return | 40.79% | 19.99%+20.8pp | 54.65%-13.9pp | 318.53%-277.7pp |
| Employer contribution / active EE | $947 | $2,043-53.6% | $2,731-65.3% | $2,565-63.1% |
| Participant deferral / active EE | $788 | $3,641-78.4% | $4,487-82.4% | $3,952-80.1% |
| Admin fee / account holder | $541 | $8,188-93.4% | $7,964-93.2% | $6,260-91.4% |