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 | $18,924 | $82,978-77.2% | $129,995-85.4% | $71,457-73.5% |
| Participation rate | 42.2% | 74.1%-31.9pp | 78.5%-36.3pp | 67.9%-25.7pp |
| Annual return | 27.21% | 20.60%+6.6pp | -137.18%+164.4pp | 28.85%-1.6pp |
| Employer contribution / active EE | $1,028 | $2,622-60.8% | $4,320-76.2% | $2,588-60.3% |
| Participant deferral / active EE | $1,940 | $4,432-56.2% | $5,820-66.7% | $4,289-54.8% |
| Admin fee / account holder | $2,562 | $1,729+48.2% | $10,614-75.9% | $1,587+61.4% |