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 10-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 | $18,763 | $76,367-75.4% | $93,606-80.0% | $72,985-74.3% |
| Participation rate | 51.9% | 71.7%-19.9pp | 75.8%-24.0pp | 69.5%-17.6pp |
| Annual return | 19.16% | 25.82%-6.7pp | 32.76%-13.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $992 | $2,275-56.4% | $2,718-63.5% | $2,440-59.4% |
| Participant deferral / active EE | $1,003 | $3,538-71.6% | $4,069-75.3% | $3,607-72.2% |
| Admin fee / account holder | $345 | $6,838-95.0% | $7,888-95.6% | $5,124-93.3% |