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 | $9,155 | $153,772-94.0% | $133,980-93.2% | $273,961-96.7% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 9.96% | 36.51%-26.6pp | 29.30%-19.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $4,767 | $6,029-20.9% | $5,211-8.5% | $4,869-2.1% |
| Participant deferral / active EE | $321 | $6,958-95.4% | $6,282-94.9% | $5,287-93.9% |
| Admin fee / account holder | $1,171 | $11,765-90.0% | $9,324-87.4% | $10,132-88.4% |