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 | $11,535 | $63,299-81.8% | $91,001-87.3% | $62,292-81.5% |
| Participation rate | 20.8% | 73.3%-52.5pp | 75.6%-54.8pp | 69.5%-48.7pp |
| Annual return | 26.56% | 20.99%+5.6pp | 4.60%+22.0pp | 28.90%-2.3pp |
| Employer contribution / active EE | $595 | $1,807-67.1% | $2,456-75.8% | $2,042-70.9% |
| Participant deferral / active EE | $940 | $2,943-68.0% | $3,547-73.5% | $3,169-70.3% |
| Admin fee / account holder | $714 | $468+52.7% | $5,417-86.8% | $479+49.0% |