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 | $14,256 | $56,972-75.0% | $182,532-92.2% | $65,185-78.1% |
| Participation rate | 15.6% | 66.5%-51.0pp | 78.0%-62.4pp | 70.2%-54.6pp |
| Annual return | 45.65% | 27.67%+18.0pp | 148.54%-102.9pp | 29.38%+16.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $610 | $3,526-82.7% | $5,524-89.0% | $3,514-82.7% |
| Admin fee / account holder | $2,842 | $528+438.3% | $8,592-66.9% | $847+235.5% |