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 | $12,561 | $89,355-85.9% | $141,162-91.1% | $72,985-82.8% |
| Participation rate | 52.4% | 75.1%-22.7pp | 82.5%-30.0pp | 69.5%-17.0pp |
| Annual return | 25.08% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $849 | $3,114-72.7% | $4,735-82.1% | $2,440-65.2% |
| Participant deferral / active EE | $1,117 | $5,418-79.4% | $6,709-83.4% | $3,607-69.0% |
| Admin fee / account holder | $1,995 | $5,958-66.5% | $10,261-80.6% | $5,124-61.1% |