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 | $17,844 | $99,985-82.2% | $146,665-87.8% | $85,850-79.2% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 14.17% | 18.93%-4.8pp | 22.74%-8.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,108 | $2,559-56.7% | $4,136-73.2% | $2,565-56.8% |
| Participant deferral / active EE | $1,519 | $4,006-62.1% | $5,506-72.4% | $3,952-61.6% |
| Admin fee / account holder | $673 | $7,702-91.3% | $10,280-93.5% | $6,260-89.3% |