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 5-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 | $17,610 | $132,049-86.7% | $200,582-91.2% | $74,304-76.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 86.9%-36.9pp | 60.3%-10.3pp |
| Annual return | 26.02% | 22.22%+3.8pp | 42.33%-16.3pp | 29.43%-3.4pp |
| Employer contribution / active EE | $3,001 | $4,558-34.2% | $6,419-53.3% | $2,241+33.9% |
| Participant deferral / active EE | $1,664 | $7,213-76.9% | $9,331-82.2% | $3,767-55.8% |
| Admin fee / account holder | $1,049 | $2,405-56.4% | $16,305-93.6% | $2,969-64.7% |