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 | $11,438 | $93,571-87.8% | $135,903-91.6% | $75,163-84.8% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.2pp | 67.2%-20.5pp |
| Annual return | 19.75% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $962 | $3,537-72.8% | $4,856-80.2% | $2,670-64.0% |
| Participant deferral / active EE | $1,477 | $6,404-76.9% | $7,758-81.0% | $4,125-64.2% |
| Admin fee / account holder | $587 | $6,975-91.6% | $10,762-94.5% | $5,651-89.6% |