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 | $15,280 | $67,984-77.5% | $65,493-76.7% | $74,304-79.4% |
| Participation rate | 25.3% | 66.3%-41.0pp | 73.1%-47.8pp | 60.3%-35.0pp |
| Annual return | 24.28% | 19.87%+4.4pp | 982.45%-958.2pp | 29.43%-5.2pp |
| Employer contribution / active EE | $543 | $2,491-78.2% | $2,574-78.9% | $2,241-75.8% |
| Participant deferral / active EE | $883 | $3,346-73.6% | $3,961-77.7% | $3,767-76.6% |
| Admin fee / account holder | $356 | $1,373-74.1% | $5,028-92.9% | $2,969-88.0% |