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 | $29,558 | $86,929-66.0% | $102,423-71.1% | $80,856-63.4% |
| Participation rate | 40.5% | 72.4%-31.9pp | 76.5%-36.0pp | 67.6%-27.2pp |
| Annual return | 11.54% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $975 | $2,369-58.9% | $3,023-67.8% | $2,755-64.6% |
| Participant deferral / active EE | $1,350 | $4,118-67.2% | $5,053-73.3% | $4,296-68.6% |
| Admin fee / account holder | $1,298 | $8,049-83.9% | $9,451-86.3% | $6,918-81.2% |