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 8-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 | $37,277 | $96,484-61.4% | $156,263-76.1% | $74,304-49.8% |
| Participation rate | 34.1% | 67.7%-33.5pp | 78.9%-44.8pp | 60.3%-26.2pp |
| Annual return | 17.24% | 17.73%-0.5pp | 59.47%-42.2pp | 29.43%-12.2pp |
| Employer contribution / active EE | $766 | $2,528-69.7% | $4,333-82.3% | $2,241-65.8% |
| Participant deferral / active EE | $1,583 | $4,286-63.1% | $6,158-74.3% | $3,767-58.0% |
| Admin fee / account holder | $3,512 | $3,728-5.8% | $14,255-75.4% | $2,969+18.3% |