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 | $9,101 | $67,606-86.5% | $82,313-88.9% | $70,131-87.0% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.9%-44.4pp | 69.5%-37.0pp |
| Annual return | 21.28% | 21.57%-0.3pp | 25.88%-4.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $701 | $1,755-60.1% | $2,428-71.1% | $2,342-70.1% |
| Participant deferral / active EE | $1,176 | $2,987-60.6% | $3,706-68.3% | $3,332-64.7% |
| Admin fee / account holder | $2,272 | $4,512-49.6% | $5,608-59.5% | $4,645-51.1% |