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 | $20,390 | $209,411-90.3% | $178,490-88.6% | $158,922-87.2% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 35.94% | 188.75%-152.8pp | 151.07%-115.1pp | 302.83%-266.9pp |
| Employer contribution / active EE | $2,173 | $5,706-61.9% | $5,011-56.6% | $4,761-54.4% |
| Participant deferral / active EE | $1,838 | $5,954-69.1% | $5,202-64.7% | $5,982-69.3% |
| Admin fee / account holder | $1,031 | $17,074-94.0% | $13,984-92.6% | $11,246-90.8% |