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 | $14,192 | $91,407-84.5% | $135,903-89.6% | $71,457-80.1% |
| Participation rate | 53.4% | 75.7%-22.3pp | 81.9%-28.5pp | 67.9%-14.5pp |
| Annual return | 29.43% | 29.90%-0.5pp | 68.23%-38.8pp | 28.85%+0.6pp |
| Employer contribution / active EE | $1,662 | $3,703-55.1% | $4,856-65.8% | $2,588-35.8% |
| Participant deferral / active EE | $2,885 | $7,092-59.3% | $7,758-62.8% | $4,289-32.7% |
| Admin fee / account holder | $868 | $1,266-31.4% | $10,762-91.9% | $1,587-45.3% |