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 9-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 | $12,430 | $91,407-86.4% | $135,903-90.9% | $71,457-82.6% |
| Participation rate | 43.1% | 75.7%-32.6pp | 81.9%-38.8pp | 67.9%-24.8pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $998 | $3,703-73.0% | $4,856-79.4% | $2,588-61.4% |
| Participant deferral / active EE | $2,092 | $7,092-70.5% | $7,758-73.0% | $4,289-51.2% |
| Admin fee / account holder | $313 | $1,266-75.3% | $10,762-97.1% | $1,587-80.3% |