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 | $37,421 | $119,446-68.7% | $150,045-75.1% | $85,563-56.3% |
| Participation rate | 34.5% | 75.4%-40.9pp | 82.3%-47.8pp | 66.0%-31.4pp |
| Annual return | 38.63% | 23.72%+14.9pp | 62.55%-23.9pp | 31.51%+7.1pp |
| Employer contribution / active EE | $1,232 | $4,078-69.8% | $4,693-73.8% | $2,654-53.6% |
| Participant deferral / active EE | $2,163 | $7,985-72.9% | $7,997-72.9% | $4,375-50.6% |
| Admin fee / account holder | $4,503 | $548+722.4% | $13,435-66.5% | $834+439.8% |