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 4-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 | $19,800 | $74,927-73.6% | $101,794-80.5% | $84,808-76.7% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.2%-49.2pp | 68.3%-48.3pp |
| Annual return | 13.70% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $416 | $1,522-72.7% | $2,289-81.8% | $2,631-84.2% |
| Participant deferral / active EE | $453 | $3,099-85.4% | $4,084-88.9% | $4,212-89.2% |
| Admin fee / account holder | $1,152 | $6,514-82.3% | $8,777-86.9% | $7,344-84.3% |