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 | $11,530 | $60,124-80.8% | $90,404-87.2% | $79,858-85.6% |
| Participation rate | 26.9% | 65.0%-38.1pp | 72.7%-45.8pp | 69.6%-42.7pp |
| Annual return | 12.15% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $276 | $2,068-86.7% | $3,262-91.5% | $2,471-88.8% |
| Participant deferral / active EE | $397 | $2,938-86.5% | $3,963-90.0% | $3,740-89.4% |
| Admin fee / account holder | $723 | $3,976-81.8% | $5,611-87.1% | $5,306-86.4% |