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 4-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 | $10,022 | $148,534-93.3% | $135,903-92.6% | $139,434-92.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 25.58% | 79.19%-53.6pp | 68.23%-42.6pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,101 | $5,243-79.0% | $4,856-77.3% | $4,751-76.8% |
| Participant deferral / active EE | $1,662 | $8,100-79.5% | $7,758-78.6% | $6,710-75.2% |
| Admin fee / account holder | $910 | $12,400-92.7% | $10,762-91.5% | $11,403-92.0% |