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 6-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 | $22,740 | $106,749-78.7% | $145,433-84.4% | $82,448-72.4% |
| Participation rate | 31.6% | 75.6%-44.1pp | 82.1%-50.5pp | 68.1%-36.5pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,037 | $3,444-69.9% | $4,554-77.2% | $2,551-59.3% |
| Participant deferral / active EE | $1,407 | $6,519-78.4% | $7,897-82.2% | $4,139-66.0% |
| Admin fee / account holder | $7,702 | $8,390-8.2% | $13,129-41.3% | $7,234+6.5% |