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 | $26,927 | $125,758-78.6% | $169,993-84.2% | $75,163-64.2% |
| Participation rate | 65.1% | 83.6%-18.5pp | 87.0%-21.9pp | 67.2%-2.1pp |
| Annual return | 17.53% | 27.20%-9.7pp | 53.37%-35.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,687 | $4,615-63.4% | $6,785-75.1% | $2,670-36.8% |
| Participant deferral / active EE | $2,948 | $6,837-56.9% | $10,408-71.7% | $4,125-28.5% |
| Admin fee / account holder | $726 | $8,173-91.1% | $12,815-94.3% | $5,651-87.2% |