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 7-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 | $15,426 | $76,670-79.9% | $96,683-84.0% | $71,457-78.4% |
| Participation rate | 20.6% | 66.6%-46.0pp | 74.3%-53.7pp | 67.9%-47.3pp |
| Annual return | 15.91% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $984 | $3,031-67.5% | $3,737-73.7% | $2,588-62.0% |
| Participant deferral / active EE | $861 | $3,771-77.2% | $4,878-82.3% | $4,289-79.9% |
| Admin fee / account holder | $1,405 | $2,028-30.7% | $6,730-79.1% | $1,587-11.5% |