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 | $22,294 | $76,367-70.8% | $93,606-76.2% | $72,985-69.5% |
| Participation rate | 40.9% | 71.7%-30.8pp | 75.8%-34.9pp | 69.5%-28.6pp |
| Annual return | 17.16% | 25.82%-8.7pp | 32.76%-15.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $961 | $2,275-57.8% | $2,718-64.7% | $2,440-60.6% |
| Participant deferral / active EE | $1,161 | $3,538-67.2% | $4,069-71.5% | $3,607-67.8% |
| Admin fee / account holder | $2,497 | $6,838-63.5% | $7,888-68.3% | $5,124-51.3% |