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 10-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 | $26,651 | $95,803-72.2% | $113,168-76.5% | $84,808-68.6% |
| Participation rate | 31.3% | 72.9%-41.5pp | 76.6%-45.2pp | 68.3%-37.0pp |
| Annual return | 21.06% | 25.00%-3.9pp | 24.27%-3.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $872 | $2,360-63.1% | $2,975-70.7% | $2,631-66.9% |
| Participant deferral / active EE | $1,580 | $4,242-62.8% | $5,107-69.1% | $4,212-62.5% |
| Admin fee / account holder | $3,559 | $8,989-60.4% | $12,068-70.5% | $7,344-51.5% |