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 3-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 | $10,774 | $87,870-87.7% | $113,168-90.5% | $74,304-85.5% |
| Participation rate | 63.0% | 70.7%-7.7pp | 76.6%-13.6pp | 60.3%+2.7pp |
| Annual return | 23.69% | 26.44%-2.8pp | 24.27%-0.6pp | 29.43%-5.7pp |
| Employer contribution / active EE | $1,170 | $2,277-48.6% | $2,975-60.7% | $2,241-47.8% |
| Participant deferral / active EE | $1,771 | $4,241-58.2% | $5,107-65.3% | $3,767-53.0% |
| Admin fee / account holder | $379 | $3,368-88.7% | $12,068-96.9% | $2,969-87.2% |