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 | $13,976 | $48,335-71.1% | $121,098-88.5% | $71,457-80.4% |
| Participation rate | 22.6% | 54.3%-31.6pp | 69.5%-46.9pp | 67.9%-45.3pp |
| Annual return | 18.74% | 23.32%-4.6pp | 985.75%-967.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $411 | $1,489-72.4% | $4,164-90.1% | $2,588-84.1% |
| Participant deferral / active EE | $525 | $2,754-80.9% | $4,080-87.1% | $4,289-87.8% |
| Admin fee / account holder | $1,076 | $1,841-41.6% | $5,644-80.9% | $1,587-32.2% |