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 5-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 | $17,818 | $124,319-85.7% | $111,297-84.0% | $167,490-89.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 12.15% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $939 | $3,435-72.7% | $2,731-65.6% | $4,837-80.6% |
| Participant deferral / active EE | $1,173 | $5,180-77.4% | $4,487-73.9% | $6,341-81.5% |
| Admin fee / account holder | $5,532 | $10,618-47.9% | $7,964-30.5% | $12,309-55.1% |