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 6-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 | $29,224 | $84,556-65.4% | $116,228-74.9% | $74,304-60.7% |
| Participation rate | 26.7% | 66.0%-39.4pp | 74.6%-47.9pp | 60.3%-33.7pp |
| Annual return | 18.13% | 18.35%-0.2pp | 90.06%-71.9pp | 29.43%-11.3pp |
| Employer contribution / active EE | $858 | $2,168-60.4% | $2,994-71.3% | $2,241-61.7% |
| Participant deferral / active EE | $1,630 | $3,814-57.3% | $4,953-67.1% | $3,767-56.7% |
| Admin fee / account holder | $7,834 | $3,792+106.6% | $11,989-34.7% | $2,969+163.9% |