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 4-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 | $11,863 | $159,602-92.6% | $150,045-92.1% | $142,382-91.7% |
| Participation rate | 47.6% | 84.0%-36.4pp | 82.3%-34.7pp | 80.1%-32.5pp |
| Annual return | 17.58% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,994 | $4,961-39.6% | $4,693-36.2% | $4,299-30.4% |
| Participant deferral / active EE | $976 | $8,310-88.3% | $7,997-87.8% | $6,507-85.0% |
| Admin fee / account holder | $12,970 | $14,846-12.6% | $13,435-3.5% | $12,624+2.7% |