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 | $12,040 | $63,764-81.1% | $81,930-85.3% | $79,858-84.9% |
| Participation rate | 22.4% | 67.5%-45.1pp | 72.0%-49.6pp | 69.6%-47.3pp |
| Annual return | 17.66% | 22.66%-5.0pp | 29.49%-11.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $402 | $1,795-77.6% | $4,310-90.7% | $2,471-83.7% |
| Participant deferral / active EE | $434 | $2,780-84.4% | $7,107-93.9% | $3,740-88.4% |
| Admin fee / account holder | $350 | $4,426-92.1% | $5,158-93.2% | $5,306-93.4% |