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 | $12,813 | $78,672-83.7% | $109,143-88.3% | $85,850-85.1% |
| Participation rate | 67.7% | 68.3%-0.6pp | 75.9%-8.2pp | 69.3%-1.6pp |
| Annual return | 12.79% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $5,157 | $2,735+88.6% | $3,722+38.6% | $2,565+101.1% |
| Participant deferral / active EE | $1,414 | $3,467-59.2% | $4,653-69.6% | $3,952-64.2% |
| Admin fee / account holder | $4,201 | $5,469-23.2% | $6,752-37.8% | $6,260-32.9% |