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 3-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 | $24,519 | $109,413-77.6% | $156,263-84.3% | $84,808-71.1% |
| Participation rate | 25.4% | 72.7%-47.3pp | 78.9%-53.5pp | 68.3%-42.9pp |
| Annual return | 17.72% | 20.18%-2.5pp | 59.47%-41.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $864 | $2,907-70.3% | $4,333-80.1% | $2,631-67.2% |
| Participant deferral / active EE | $1,691 | $4,590-63.2% | $6,158-72.5% | $4,212-59.9% |
| Admin fee / account holder | $4,055 | $9,357-56.7% | $14,255-71.6% | $7,344-44.8% |