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 | $78,520-75.6% | $96,576-80.2% | $82,448-76.8% |
| Participation rate | 42.4% | 77.7%-35.3pp | 81.4%-39.0pp | 68.1%-25.6pp |
| Annual return | 15.67% | 41.30%-25.6pp | 38.47%-22.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $672 | $2,630-74.4% | $3,553-81.1% | $2,551-73.6% |
| Participant deferral / active EE | $1,215 | $6,754-82.0% | $7,956-84.7% | $4,139-70.6% |
| Admin fee / account holder | $2,971 | $13,455-77.9% | $11,381-73.9% | $7,234-58.9% |