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 | $27,138 | $82,978-67.3% | $129,995-79.1% | $71,457-62.0% |
| Participation rate | 45.8% | 74.1%-28.3pp | 78.5%-32.7pp | 67.9%-22.1pp |
| Annual return | 15.83% | 20.60%-4.8pp | -137.18%+153.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,074 | $2,622-20.9% | $4,320-52.0% | $2,588-19.9% |
| Participant deferral / active EE | $883 | $4,432-80.1% | $5,820-84.8% | $4,289-79.4% |
| Admin fee / account holder | $2,708 | $1,729+56.6% | $10,614-74.5% | $1,587+70.6% |