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 | $8,446 | $124,281-93.2% | $109,143-92.3% | $167,490-95.0% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 10.86% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,239 | $4,207-46.8% | $3,722-39.8% | $4,837-53.7% |
| Participant deferral / active EE | $108 | $5,255-97.9% | $4,653-97.7% | $6,341-98.3% |
| Admin fee / account holder | $334 | $7,970-95.8% | $6,752-95.1% | $12,309-97.3% |