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 7-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 | $10,643 | $91,552-88.4% | $133,956-92.1% | $79,858-86.7% |
| Participation rate | 57.5% | 73.3%-15.8pp | 79.8%-22.3pp | 69.6%-12.1pp |
| Annual return | 30.67% | 61.85%-31.2pp | 45.09%-14.4pp | 31.71%-1.0pp |
| Employer contribution / active EE | $826 | $2,384-65.3% | $3,919-78.9% | $2,471-66.6% |
| Participant deferral / active EE | $1,396 | $3,733-62.6% | $5,048-72.3% | $3,740-62.7% |
| Admin fee / account holder | $387 | $6,321-93.9% | $8,927-95.7% | $5,306-92.7% |