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 6-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 | $19,379 | $165,335-88.3% | $149,696-87.1% | $158,922-87.8% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 18.87% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,668 | $5,103-67.3% | $4,644-64.1% | $4,761-65.0% |
| Participant deferral / active EE | $2,203 | $7,181-69.3% | $6,842-67.8% | $5,982-63.2% |
| Admin fee / account holder | $4,758 | $10,807-56.0% | $9,309-48.9% | $11,246-57.7% |