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 7-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 | $24,445 | $100,923-75.8% | $150,045-83.7% | $74,304-67.1% |
| Participation rate | 60.5% | 70.1%-9.6pp | 82.3%-21.8pp | 60.3%+0.2pp |
| Annual return | 17.00% | 51.77%-34.8pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,096 | $3,463-68.4% | $4,693-76.7% | $2,241-51.1% |
| Participant deferral / active EE | $1,828 | $6,709-72.8% | $7,997-77.1% | $3,767-51.5% |
| Admin fee / account holder | $1,744 | $2,767-37.0% | $13,435-87.0% | $2,969-41.3% |