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 9-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 | $13,328 | $118,680-88.8% | $98,907-86.5% | $158,922-91.6% |
| Participation rate | 38.5% | 77.8%-39.4pp | 76.0%-37.6pp | 82.0%-43.5pp |
| Annual return | 12.18% | 372.35%-360.2pp | 196.43%-184.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $524 | $3,333-84.3% | $2,689-80.5% | $4,761-89.0% |
| Participant deferral / active EE | $925 | $5,088-81.8% | $4,244-78.2% | $5,982-84.5% |
| Admin fee / account holder | $1,282 | $10,131-87.3% | $6,642-80.7% | $11,246-88.6% |