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 | $9,297 | $57,281-83.8% | $86,612-89.3% | $75,163-87.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 14.85% | 2670.75%-2655.9pp | 591.07%-576.2pp | 160.62%-145.8pp |
| Employer contribution / active EE | $386 | $2,314-83.3% | $3,022-87.2% | $2,670-85.5% |
| Participant deferral / active EE | $767 | $3,318-76.9% | $4,438-82.7% | $4,125-81.4% |
| Admin fee / account holder | $741 | $4,112-82.0% | $5,614-86.8% | $5,651-86.9% |