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 7-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 | $8,179 | $118,680-93.1% | $98,907-91.7% | $158,922-94.9% |
| Participation rate | 65.0% | 77.8%-12.8pp | 76.0%-11.0pp | 82.0%-17.0pp |
| Annual return | 8.40% | 372.35%-364.0pp | 196.43%-188.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $666 | $3,333-80.0% | $2,689-75.2% | $4,761-86.0% |
| Participant deferral / active EE | $968 | $5,088-81.0% | $4,244-77.2% | $5,982-83.8% |
| Admin fee / account holder | $7,041 | $10,131-30.5% | $6,642+6.0% | $11,246-37.4% |