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 | $22,490 | $179,726-87.5% | $156,263-85.6% | $142,382-84.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 14.77% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,151 | $5,069-77.3% | $4,333-73.4% | $4,299-73.2% |
| Participant deferral / active EE | $1,421 | $6,956-79.6% | $6,158-76.9% | $6,507-78.2% |
| Admin fee / account holder | $3,427 | $17,272-80.2% | $14,255-76.0% | $12,624-72.9% |