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 | $24,658 | $181,894-86.4% | $156,549-84.2% | $273,961-91.0% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 4.62% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,439 | $6,248-77.0% | $5,501-73.8% | $4,869-70.4% |
| Participant deferral / active EE | $1,708 | $5,550-69.2% | $4,871-64.9% | $5,287-67.7% |
| Admin fee / account holder | $30,169 | $15,559+93.9% | $13,027+131.6% | $10,132+197.8% |