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 | $7,483 | $78,705-90.5% | $117,854-93.7% | $70,131-89.3% |
| Participation rate | 40.0% | 73.2%-33.2pp | 79.7%-39.7pp | 69.5%-29.5pp |
| Annual return | 21.07% | 23.30%-2.2pp | 335.08%-314.0pp | 73.14%-52.1pp |
| Employer contribution / active EE | $808 | $2,223-63.7% | $3,786-78.7% | $2,342-65.5% |
| Participant deferral / active EE | $1,288 | $3,297-60.9% | $4,482-71.3% | $3,332-61.3% |
| Admin fee / account holder | $1,235 | $5,065-75.6% | $8,020-84.6% | $4,645-73.4% |