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 | $17,591 | $94,529-81.4% | $140,016-87.4% | $64,186-72.6% |
| Participation rate | 62.3% | 84.1%-21.8pp | 87.5%-25.2pp | 69.6%-7.3pp |
| Annual return | -3.74% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,235 | $3,812-67.6% | $5,606-78.0% | $2,381-48.1% |
| Participant deferral / active EE | $2,079 | $5,250-60.4% | $6,927-70.0% | $3,470-40.1% |
| Admin fee / account holder | $6,143 | $6,741-8.9% | $10,705-42.6% | $4,888+25.7% |