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 6-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 | $10,352 | $77,314-86.6% | $177,989-94.2% | $80,856-87.2% |
| Participation rate | 69.4% | 65.7%+3.7pp | 77.1%-7.6pp | 67.6%+1.8pp |
| Annual return | 13.28% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $801 | $2,292-65.0% | $3,949-79.7% | $2,755-70.9% |
| Participant deferral / active EE | $1,277 | $4,411-71.0% | $6,276-79.6% | $4,296-70.3% |
| Admin fee / account holder | $1,773 | $7,191-75.3% | $10,363-82.9% | $6,918-74.4% |