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 | $15,761 | $74,661-78.9% | $160,784-90.2% | $67,986-76.8% |
| Participation rate | 30.1% | 57.1%-27.1pp | 77.0%-46.9pp | 57.2%-27.1pp |
| Annual return | 30.05% | 28.83%+1.2pp | 1803.92%-1773.9pp | 31.67%-1.6pp |
| Employer contribution / active EE | $553 | $1,829-69.7% | $3,733-85.2% | $2,019-72.6% |
| Participant deferral / active EE | $1,033 | $3,681-71.9% | $6,293-83.6% | $3,358-69.2% |
| Admin fee / account holder | $1,258 | $3,959-68.2% | $9,717-87.1% | $3,203-60.7% |