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 3-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 | $17,650 | $81,446-78.3% | $103,374-82.9% | $80,874-78.2% |
| Participation rate | 27.4% | 66.9%-39.4pp | 74.5%-47.1pp | 67.6%-40.2pp |
| Annual return | 14.16% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $895 | $3,107-71.2% | $3,869-76.9% | $2,756-67.5% |
| Participant deferral / active EE | $1,399 | $3,870-63.9% | $5,058-72.3% | $4,297-67.4% |
| Admin fee / account holder | $3,288 | $6,715-51.0% | $8,394-60.8% | $6,935-52.6% |