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 8-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 | $19,186 | $77,503-75.2% | $100,391-80.9% | $80,856-76.3% |
| Participation rate | 31.5% | 76.9%-45.5pp | 81.5%-50.0pp | 67.6%-36.2pp |
| Annual return | 13.91% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $684 | $2,801-75.6% | $3,942-82.7% | $2,755-75.2% |
| Participant deferral / active EE | $1,332 | $6,820-80.5% | $8,082-83.5% | $4,296-69.0% |
| Admin fee / account holder | $1,606 | $5,897-72.8% | $7,899-79.7% | $6,918-76.8% |