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 3-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 | $27,305 | $95,803-71.5% | $113,168-75.9% | $84,808-67.8% |
| Participation rate | 21.9% | 72.9%-51.0pp | 76.6%-54.7pp | 68.3%-46.4pp |
| Annual return | 24.14% | 25.00%-0.9pp | 24.27%-0.1pp | 40.90%-16.8pp |
| Employer contribution / active EE | $771 | $2,360-67.3% | $2,975-74.1% | $2,631-70.7% |
| Participant deferral / active EE | $1,823 | $4,242-57.0% | $5,107-64.3% | $4,212-56.7% |
| Admin fee / account holder | $3,694 | $8,989-58.9% | $12,068-69.4% | $7,344-49.7% |