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 7-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 | $22,541 | $109,881-79.5% | $150,045-85.0% | $84,808-73.4% |
| Participation rate | 56.3% | 76.1%-19.8pp | 82.3%-26.1pp | 68.3%-12.1pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $754 | $3,561-78.8% | $4,693-83.9% | $2,631-71.4% |
| Participant deferral / active EE | $2,398 | $6,636-63.9% | $7,997-70.0% | $4,212-43.1% |
| Admin fee / account holder | $300 | $8,568-96.5% | $13,435-97.8% | $7,344-95.9% |