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 | $11,354 | $84,233-86.5% | $170,442-93.3% | $70,131-83.8% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 17.52% | 23.06%-5.5pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $417 | $3,387-87.7% | $5,433-92.3% | $2,342-82.2% |
| Participant deferral / active EE | $499 | $3,086-83.8% | $4,939-89.9% | $3,332-85.0% |
| Admin fee / account holder | $473 | $5,698-91.7% | $13,880-96.6% | $4,645-89.8% |