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 | $14,097 | $89,355-84.2% | $141,162-90.0% | $72,985-80.7% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.5%-35.5pp | 69.5%-22.5pp |
| Annual return | 23.91% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $952 | $3,114-69.4% | $4,735-79.9% | $2,440-61.0% |
| Participant deferral / active EE | $1,374 | $5,418-74.6% | $6,709-79.5% | $3,607-61.9% |
| Admin fee / account holder | $1,833 | $5,958-69.2% | $10,261-82.1% | $5,124-64.2% |