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 | $25,887 | $83,477-69.0% | $125,175-79.3% | $72,985-64.5% |
| Participation rate | 45.6% | 73.3%-27.8pp | 79.8%-34.2pp | 69.5%-23.9pp |
| Annual return | 27.28% | 25.78%+1.5pp | 43.79%-16.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,080 | $3,585-69.9% | $4,937-78.1% | $3,607-70.1% |
| Admin fee / account holder | $997 | $5,517-81.9% | $9,702-89.7% | $5,124-80.5% |