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 8-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 | $26,324 | $76,050-65.4% | $96,544-72.7% | $71,457-63.2% |
| Participation rate | 33.0% | 74.4%-41.4pp | 76.0%-42.9pp | 67.9%-34.9pp |
| Annual return | 19.21% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $754 | $2,244-66.4% | $2,965-74.6% | $2,588-70.9% |
| Participant deferral / active EE | $1,611 | $4,215-61.8% | $4,851-66.8% | $4,289-62.4% |
| Admin fee / account holder | $2,950 | $2,707+9.0% | $8,252-64.3% | $1,587+85.8% |