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 | $21,386 | $65,703-67.5% | $94,224-77.3% | $59,632-64.1% |
| Participation rate | 47.4% | 72.1%-24.8pp | 78.8%-31.4pp | 68.7%-21.3pp |
| Annual return | 1.87% | 5.22%-3.3pp | 10.68%-8.8pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $780 | $2,021-61.4% | $3,587-78.3% | $2,203-64.6% |
| Participant deferral / active EE | $976 | $3,143-68.9% | $4,320-77.4% | $3,192-69.4% |
| Admin fee / account holder | $3,441 | $4,264-19.3% | $6,269-45.1% | $4,297-19.9% |