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 | $24,679 | $101,317-75.6% | $146,958-83.2% | $74,495-66.9% |
| Participation rate | 34.8% | 75.5%-40.8pp | 82.2%-47.4pp | 67.2%-32.4pp |
| Annual return | 16.28% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $967 | $3,810-74.6% | $4,933-80.4% | $2,623-63.1% |
| Participant deferral / active EE | $2,221 | $7,303-69.6% | $8,070-72.5% | $4,346-48.9% |
| Admin fee / account holder | $1,207 | $1,739-30.6% | $12,998-90.7% | $1,942-37.8% |