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 4-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 | $20,613 | $109,881-81.2% | $150,045-86.3% | $84,808-75.7% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 20.02% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,590 | $3,561-55.3% | $4,693-66.1% | $2,631-39.6% |
| Participant deferral / active EE | $2,434 | $6,636-63.3% | $7,997-69.6% | $4,212-42.2% |
| Admin fee / account holder | $3,114 | $8,568-63.7% | $13,435-76.8% | $7,344-57.6% |