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 | $18,303 | $50,958-64.1% | $74,550-75.4% | $64,186-71.5% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.1%-0.4pp | 69.6%-0.8pp |
| Annual return | 92.74% | -1.86%+94.6pp | 32.53%+60.2pp | 7.63%+85.1pp |
| Employer contribution / active EE | $624 | $1,115-44.1% | $1,961-68.2% | $2,381-73.8% |
| Participant deferral / active EE | $781 | $2,301-66.1% | $3,108-74.9% | $3,470-77.5% |
| Admin fee / account holder | $4,098 | $4,223-3.0% | $5,060-19.0% | $4,888-16.2% |