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 | $5,842 | $102,966-94.3% | $90,281-93.5% | $152,861-96.2% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.4%-51.2pp |
| Annual return | 12.01% | 95.16%-83.2pp | 78.10%-66.1pp | 345.32%-333.3pp |
| Employer contribution / active EE | $333 | $3,139-89.4% | $2,854-88.3% | $4,762-93.0% |
| Participant deferral / active EE | $476 | $4,281-88.9% | $3,885-87.8% | $5,850-91.9% |
| Admin fee / account holder | $1,690 | $6,171-72.6% | $5,351-68.4% | $11,596-85.4% |