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 | $26,967 | $100,923-73.3% | $150,045-82.0% | $74,304-63.7% |
| Participation rate | 33.5% | 70.1%-36.6pp | 82.3%-48.8pp | 60.3%-26.8pp |
| Annual return | 20.97% | 51.77%-30.8pp | 62.55%-41.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,001 | $3,463-71.1% | $4,693-78.7% | $2,241-55.4% |
| Participant deferral / active EE | $1,573 | $6,709-76.6% | $7,997-80.3% | $3,767-58.2% |
| Admin fee / account holder | $4,193 | $2,767+51.5% | $13,435-68.8% | $2,969+41.2% |