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 5-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 | $19,167 | $80,673-76.2% | $101,326-81.1% | $84,808-77.4% |
| Participation rate | 42.4% | 77.8%-35.4pp | 81.5%-39.1pp | 68.3%-25.9pp |
| Annual return | 15.67% | 38.95%-23.3pp | 36.82%-21.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $672 | $2,698-75.1% | $3,665-81.7% | $2,631-74.4% |
| Participant deferral / active EE | $1,215 | $6,840-82.2% | $7,994-84.8% | $4,212-71.1% |
| Admin fee / account holder | $2,971 | $12,784-76.8% | $11,185-73.4% | $7,344-59.5% |