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 10-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 | $17,715 | $95,803-81.5% | $113,168-84.3% | $84,808-79.1% |
| Participation rate | 33.3% | 72.9%-39.5pp | 76.6%-43.2pp | 68.3%-35.0pp |
| Annual return | 23.95% | 25.00%-1.1pp | 24.27%-0.3pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,184 | $2,360-49.8% | $2,975-60.2% | $2,631-55.0% |
| Participant deferral / active EE | $1,586 | $4,242-62.6% | $5,107-68.9% | $4,212-62.3% |
| Admin fee / account holder | $14,084 | $8,989+56.7% | $12,068+16.7% | $7,344+91.8% |