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 | $17,347 | $63,346-72.6% | $92,233-81.2% | $70,131-75.3% |
| Participation rate | 26.3% | 68.7%-42.4pp | 76.5%-50.2pp | 69.5%-43.2pp |
| Annual return | 22.08% | 530.12%-508.0pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $878 | $2,471-64.5% | $3,679-76.1% | $2,342-62.5% |
| Participant deferral / active EE | $942 | $2,854-67.0% | $3,897-75.8% | $3,332-71.7% |
| Admin fee / account holder | $1,406 | $3,840-63.4% | $5,194-72.9% | $4,645-69.7% |