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 3-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 | $11,386 | $159,602-92.9% | $150,045-92.4% | $142,382-92.0% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 22.25% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,342 | $4,961-73.0% | $4,693-71.4% | $4,299-68.8% |
| Participant deferral / active EE | $1,342 | $8,310-83.9% | $7,997-83.2% | $6,507-79.4% |
| Admin fee / account holder | $585 | $14,846-96.1% | $13,435-95.6% | $12,624-95.4% |