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 4-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 | $22,575 | $209,336-89.2% | $197,124-88.5% | $137,256-83.6% |
| Participation rate | 44.4% | 87.3%-42.9pp | 86.7%-42.3pp | 80.0%-35.5pp |
| Annual return | 20.81% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,381 | $6,591-79.0% | $6,227-77.8% | $4,156-66.8% |
| Participant deferral / active EE | $1,796 | $9,614-81.3% | $9,135-80.3% | $6,407-72.0% |
| Admin fee / account holder | $7,199 | $17,308-58.4% | $16,298-55.8% | $12,270-41.3% |