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 7-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 | $14,086 | $70,428-80.0% | $96,562-85.4% | $85,850-83.6% |
| Participation rate | 33.8% | 61.8%-28.0pp | 69.8%-36.0pp | 69.3%-35.5pp |
| Annual return | 14.33% | 18.59%-4.3pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $779 | $1,413-44.9% | $2,356-66.9% | $2,565-69.6% |
| Participant deferral / active EE | $1,031 | $2,894-64.4% | $3,849-73.2% | $3,952-73.9% |
| Admin fee / account holder | $746 | $4,997-85.1% | $6,181-87.9% | $6,260-88.1% |