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 9-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 | $12,939 | $64,348-79.9% | $90,160-85.6% | $70,131-81.6% |
| Participation rate | 63.9% | 70.4%-6.5pp | 76.9%-12.9pp | 69.5%-5.6pp |
| Annual return | 30.69% | 28.13%+2.6pp | 34.88%-4.2pp | 73.14%-42.5pp |
| Employer contribution / active EE | $866 | $2,046-57.7% | $3,318-73.9% | $2,342-63.0% |
| Participant deferral / active EE | $1,465 | $4,389-66.6% | $5,288-72.3% | $3,332-56.0% |
| Admin fee / account holder | $300 | $3,944-92.4% | $5,943-94.9% | $4,645-93.5% |