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 | $18,573 | $228,332-91.9% | $185,823-90.0% | $158,922-88.3% |
| Participation rate | 41.2% | 82.3%-41.1pp | 78.0%-36.9pp | 82.0%-40.8pp |
| Annual return | 15.14% | 40.80%-25.7pp | 35.95%-20.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $881 | $4,967-82.3% | $4,087-78.4% | $4,761-81.5% |
| Participant deferral / active EE | $1,106 | $6,415-82.8% | $5,632-80.4% | $5,982-81.5% |
| Admin fee / account holder | $2,369 | $11,864-80.0% | $9,500-75.1% | $11,246-78.9% |