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 | $34,460 | $123,793-72.2% | $177,821-80.6% | $79,858-56.8% |
| Participation rate | 64.9% | 84.7%-19.8pp | 87.7%-22.9pp | 69.6%-4.8pp |
| Annual return | 16.03% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,266 | $4,095-69.1% | $5,918-78.6% | $2,471-48.8% |
| Participant deferral / active EE | $2,745 | $5,956-53.9% | $7,714-64.4% | $3,740-26.6% |
| Admin fee / account holder | $1,658 | $7,243-77.1% | $12,427-86.7% | $5,306-68.8% |