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 | $136,187 | $252,625-46.1% | $220,144-38.1% | $382,429-64.4% |
| Participation rate | 37.5% | 88.1%-50.6pp | 84.8%-47.3pp | 87.7%-50.2pp |
| Annual return | 17.46% | -1.59%+19.1pp | -0.63%+18.1pp | 248.85%-231.4pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $3,568 | $4,939-27.8% | $4,718-24.4% | $5,727-37.7% |
| Admin fee / account holder | $1,268 | $17,846-92.9% | $15,617-91.9% | $30,732-95.9% |