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 | $34,463 | $87,870-60.8% | $113,168-69.5% | $74,304-53.6% |
| Participation rate | 27.4% | 70.7%-43.3pp | 76.6%-49.2pp | 60.3%-32.9pp |
| Annual return | 18.21% | 26.44%-8.2pp | 24.27%-6.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $754 | $2,277-66.9% | $2,975-74.6% | $2,241-66.3% |
| Participant deferral / active EE | $1,468 | $4,241-65.4% | $5,107-71.3% | $3,767-61.0% |
| Admin fee / account holder | $3,808 | $3,368+13.0% | $12,068-68.4% | $2,969+28.3% |