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 3-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 | $18,569 | $89,753-79.3% | $107,525-82.7% | $84,808-78.1% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 18.47% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,162 | $3,113-62.7% | $3,754-69.1% | $2,631-55.9% |
| Participant deferral / active EE | $1,413 | $4,056-65.2% | $5,116-72.4% | $4,212-66.4% |
| Admin fee / account holder | $1,812 | $7,222-74.9% | $8,919-79.7% | $7,344-75.3% |