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 9-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 | $7,226 | $83,477-91.3% | $125,175-94.2% | $72,985-90.1% |
| Participation rate | 29.4% | 73.3%-43.9pp | 79.8%-50.4pp | 69.5%-40.1pp |
| Annual return | 24.18% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $655 | $2,345-72.1% | $3,865-83.1% | $2,440-73.2% |
| Participant deferral / active EE | $708 | $3,585-80.2% | $4,937-85.7% | $3,607-80.4% |
| Admin fee / account holder | $737 | $5,517-86.6% | $9,702-92.4% | $5,124-85.6% |