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 | $13,345 | $78,422-83.0% | $95,952-86.1% | $79,858-83.3% |
| Participation rate | 60.4% | 73.5%-13.1pp | 77.1%-16.7pp | 69.6%-9.3pp |
| Annual return | 12.54% | 19.37%-6.8pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $542 | $1,945-72.2% | $2,541-78.7% | $2,471-78.1% |
| Participant deferral / active EE | $1,202 | $3,440-65.1% | $4,167-71.2% | $3,740-67.9% |
| Admin fee / account holder | $2,624 | $5,622-53.3% | $6,795-61.4% | $5,306-50.6% |