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 | $26,331 | $88,083-70.1% | $164,813-84.0% | $74,495-64.7% |
| Participation rate | 45.7% | 73.0%-27.3pp | 78.6%-32.9pp | 67.2%-21.5pp |
| Annual return | 16.62% | 17.26%-0.6pp | 69.93%-53.3pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,028 | $2,593-60.4% | $4,341-76.3% | $2,623-60.8% |
| Participant deferral / active EE | $1,985 | $4,498-55.9% | $6,031-67.1% | $4,346-54.3% |
| Admin fee / account holder | $1,564 | $2,234-30.0% | $12,690-87.7% | $1,942-19.4% |