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 6-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 | $4,162 | $46,553-91.1% | $64,056-93.5% | $75,163-94.5% |
| Participation rate | 66.2% | 65.9%+0.2pp | 72.3%-6.1pp | 67.2%-1.0pp |
| Annual return | 21.50% | 26.03%-4.5pp | 33.69%-12.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $459 | $1,974-76.7% | $2,747-83.3% | $2,670-82.8% |
| Participant deferral / active EE | $747 | $2,837-73.7% | $3,880-80.7% | $4,125-81.9% |
| Admin fee / account holder | $398 | $2,952-86.5% | $3,068-87.0% | $5,651-93.0% |