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 9-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 | $9,277 | $65,365-85.8% | $92,893-90.0% | $72,985-87.3% |
| Participation rate | 24.2% | 68.3%-44.1pp | 76.0%-51.8pp | 69.5%-45.2pp |
| Annual return | 20.12% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $607 | $2,594-76.6% | $3,653-83.4% | $2,440-75.1% |
| Participant deferral / active EE | $882 | $3,128-71.8% | $4,236-79.2% | $3,607-75.5% |
| Admin fee / account holder | $3,428 | $4,251-19.4% | $5,794-40.8% | $5,124-33.1% |