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 | $17,965 | $80,968-77.8% | $96,544-81.4% | $75,163-76.1% |
| Participation rate | 63.4% | 71.8%-8.4pp | 76.0%-12.5pp | 67.2%-3.8pp |
| Annual return | 21.93% | 27.06%-5.1pp | 25.84%-3.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $801 | $2,282-64.9% | $2,965-73.0% | $2,670-70.0% |
| Participant deferral / active EE | $1,569 | $3,928-60.1% | $4,851-67.7% | $4,125-62.0% |
| Admin fee / account holder | $1,058 | $6,724-84.3% | $8,252-87.2% | $5,651-81.3% |