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 7-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 | $23,431 | $109,881-78.7% | $150,045-84.4% | $84,808-72.4% |
| Participation rate | 36.7% | 76.1%-39.4pp | 82.3%-45.7pp | 68.3%-31.6pp |
| Annual return | 19.06% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $969 | $3,561-72.8% | $4,693-79.4% | $2,631-63.2% |
| Participant deferral / active EE | $2,560 | $6,636-61.4% | $7,997-68.0% | $4,212-39.2% |
| Admin fee / account holder | $3,807 | $8,568-55.6% | $13,435-71.7% | $7,344-48.2% |