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 | $10,072 | $127,777-92.1% | $106,548-90.5% | $167,490-94.0% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.5pp |
| Annual return | 11.79% | 33.87%-22.1pp | 26.80%-15.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $733 | $3,427-78.6% | $2,819-74.0% | $4,837-84.9% |
| Participant deferral / active EE | $1,032 | $5,087-79.7% | $4,398-76.5% | $6,341-83.7% |
| Admin fee / account holder | $762 | $11,228-93.2% | $7,407-89.7% | $12,309-93.8% |