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 | $9,752 | $106,584-90.9% | $101,326-90.4% | $142,382-93.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 18.73% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $935 | $3,956-76.4% | $3,665-74.5% | $4,299-78.3% |
| Participant deferral / active EE | $1,102 | $8,297-86.7% | $7,994-86.2% | $6,507-83.1% |
| Admin fee / account holder | $487 | $11,446-95.7% | $11,185-95.6% | $12,624-96.1% |