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 | $36,956 | $109,359-66.2% | $162,163-77.2% | $72,985-49.4% |
| Participation rate | 57.1% | 84.3%-27.1pp | 87.6%-30.4pp | 69.5%-12.3pp |
| Annual return | 17.51% | 25.46%-8.0pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,669 | $3,907-57.3% | $5,614-70.3% | $2,440-31.6% |
| Participant deferral / active EE | $2,502 | $5,481-54.3% | $7,298-65.7% | $3,607-30.6% |
| Admin fee / account holder | $900 | $7,972-88.7% | $10,843-91.7% | $5,124-82.4% |