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 | $20,009 | $109,881-81.8% | $150,045-86.7% | $84,808-76.4% |
| Participation rate | 53.3% | 76.1%-22.8pp | 82.3%-29.0pp | 68.3%-15.0pp |
| Annual return | 19.23% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,624 | $3,561-54.4% | $4,693-65.4% | $2,631-38.3% |
| Participant deferral / active EE | $2,063 | $6,636-68.9% | $7,997-74.2% | $4,212-51.0% |
| Admin fee / account holder | $868 | $8,568-89.9% | $13,435-93.5% | $7,344-88.2% |