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 | $19,175 | $77,145-75.1% | $108,410-82.3% | $85,850-77.7% |
| Participation rate | 49.0% | 74.7%-25.7pp | 80.1%-31.2pp | 69.3%-20.3pp |
| Annual return | 16.15% | 44.54%-28.4pp | 905.27%-889.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $792 | $2,379-66.7% | $3,558-77.8% | $2,565-69.1% |
| Participant deferral / active EE | $1,783 | $5,566-68.0% | $6,563-72.8% | $3,952-54.9% |
| Admin fee / account holder | $3,576 | $5,172-30.9% | $7,295-51.0% | $6,260-42.9% |