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 | $25,786 | $100,923-74.4% | $150,045-82.8% | $74,304-65.3% |
| Participation rate | 40.9% | 70.1%-29.2pp | 82.3%-41.4pp | 60.3%-19.4pp |
| Annual return | 15.67% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $969 | $3,463-72.0% | $4,693-79.4% | $2,241-56.8% |
| Participant deferral / active EE | $1,540 | $6,709-77.1% | $7,997-80.7% | $3,767-59.1% |
| Admin fee / account holder | $4,605 | $2,767+66.4% | $13,435-65.7% | $2,969+55.1% |