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 3-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 | $11,193 | $161,352-93.1% | $134,172-91.7% | $137,256-91.8% |
| Participation rate | 45.5% | 78.3%-32.8pp | 72.5%-27.0pp | 80.0%-34.5pp |
| Annual return | 20.45% | 28.72%-8.3pp | 25.30%-4.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $772 | $4,099-81.2% | $3,420-77.4% | $4,156-81.4% |
| Participant deferral / active EE | $1,174 | $5,552-78.9% | $4,690-75.0% | $6,407-81.7% |
| Admin fee / account holder | $519 | $15,028-96.5% | $12,016-95.7% | $12,270-95.8% |