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 | $22,618 | $89,753-74.8% | $107,525-79.0% | $84,808-73.3% |
| Participation rate | 44.8% | 68.1%-23.2pp | 75.1%-30.2pp | 68.3%-23.5pp |
| Annual return | 15.64% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $889 | $3,113-71.5% | $3,754-76.3% | $2,631-66.2% |
| Participant deferral / active EE | $1,535 | $4,056-62.2% | $5,116-70.0% | $4,212-63.6% |
| Admin fee / account holder | $3,580 | $7,222-50.4% | $8,919-59.9% | $7,344-51.3% |