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 | $12,933 | $157,256-91.8% | $141,162-90.8% | $152,861-91.5% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.4%-52.4pp |
| Annual return | 22.97% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,017 | $5,261-80.7% | $4,735-78.5% | $4,762-78.6% |
| Participant deferral / active EE | $1,387 | $7,109-80.5% | $6,709-79.3% | $5,850-76.3% |
| Admin fee / account holder | $771 | $12,120-93.6% | $10,261-92.5% | $11,596-93.4% |