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 | $17,900 | $138,065-87.0% | $123,544-85.5% | $135,375-86.8% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | 9.72% | 153.68%-144.0pp | 119.20%-109.5pp | 519.73%-510.0pp |
| Employer contribution / active EE | $1,745 | $5,151-66.1% | $4,628-62.3% | $4,779-63.5% |
| Participant deferral / active EE | $2,029 | $6,799-70.2% | $6,426-68.4% | $5,609-63.8% |
| Admin fee / account holder | $852 | $10,916-92.2% | $9,284-90.8% | $10,827-92.1% |