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 | $37,251 | $138,385-73.1% | $184,200-79.8% | $80,874-53.9% |
| Participation rate | 45.1% | 83.9%-38.8pp | 86.8%-41.7pp | 67.6%-22.5pp |
| Annual return | 18.69% | 20.02%-1.3pp | 28.80%-10.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $1,981 | $4,849-59.1% | $6,424-69.2% | $2,756-28.1% |
| Participant deferral / active EE | $2,907 | $7,073-58.9% | $9,132-68.2% | $4,297-32.4% |
| Admin fee / account holder | $4,340 | $10,483-58.6% | $13,907-68.8% | $6,935-37.4% |