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 | $28,156 | $138,347-79.6% | $184,203-84.7% | $80,856-65.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 86.8%-29.7pp | 67.6%-10.5pp |
| Annual return | 20.47% | 20.02%+0.5pp | 28.81%-8.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,690 | $4,850-23.9% | $6,427-42.6% | $2,755+33.9% |
| Participant deferral / active EE | $1,989 | $7,071-71.9% | $9,131-78.2% | $4,296-53.7% |
| Admin fee / account holder | $1,476 | $10,483-85.9% | $13,901-89.4% | $6,918-78.7% |