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 | $15,691 | $72,012-78.2% | $185,823-91.6% | $79,858-80.4% |
| Participation rate | 29.0% | 65.8%-36.7pp | 78.0%-49.0pp | 69.6%-40.6pp |
| Annual return | 15.72% | 23.12%-7.4pp | 35.95%-20.2pp | 31.71%-16.0pp |
| Employer contribution / active EE | $532 | $1,965-72.9% | $4,087-87.0% | $2,471-78.5% |
| Participant deferral / active EE | $1,084 | $3,779-71.3% | $5,632-80.7% | $3,740-71.0% |
| Admin fee / account holder | $915 | $4,513-79.7% | $9,500-90.4% | $5,306-82.8% |