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 | $22,716 | $108,825-79.1% | $156,181-85.5% | $82,448-72.4% |
| Participation rate | 51.4% | 72.4%-20.9pp | 78.8%-27.4pp | 68.1%-16.6pp |
| Annual return | 17.44% | 20.59%-3.2pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,482 | $2,870-48.4% | $4,294-65.5% | $2,551-41.9% |
| Participant deferral / active EE | $1,729 | $4,577-62.2% | $6,132-71.8% | $4,139-58.2% |
| Admin fee / account holder | $4,686 | $9,341-49.8% | $14,586-67.9% | $7,234-35.2% |