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 | $163,101-93.1% | $136,749-91.8% | $142,382-92.1% |
| Participation rate | 45.5% | 78.2%-32.8pp | 72.1%-26.7pp | 80.1%-34.7pp |
| Annual return | 20.45% | 27.54%-7.1pp | 24.33%-3.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $772 | $4,117-81.2% | $3,400-77.3% | $4,299-82.0% |
| Participant deferral / active EE | $1,174 | $5,585-79.0% | $4,692-75.0% | $6,507-82.0% |
| Admin fee / account holder | $519 | $14,318-96.4% | $11,386-95.4% | $12,624-95.9% |