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 8-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 | $11,323 | $63,114-82.1% | $92,893-87.8% | $65,185-82.6% |
| Participation rate | 59.1% | 68.8%-9.7pp | 76.0%-16.9pp | 70.2%-11.1pp |
| Annual return | 25.94% | 28.75%-2.8pp | 109.41%-83.5pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,753 | $2,571-31.8% | $3,653-52.0% | $2,177-19.5% |
| Participant deferral / active EE | $1,360 | $3,108-56.3% | $4,236-67.9% | $3,514-61.3% |
| Admin fee / account holder | $336 | $624-46.1% | $5,794-94.2% | $847-60.3% |