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 | $13,129 | $65,365-79.9% | $92,893-85.9% | $72,985-82.0% |
| Participation rate | 69.9% | 68.3%+1.6pp | 76.0%-6.1pp | 69.5%+0.4pp |
| Annual return | 18.76% | 42.10%-23.3pp | 109.41%-90.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,938 | $2,594+13.3% | $3,653-19.6% | $2,440+20.4% |
| Participant deferral / active EE | $920 | $3,128-70.6% | $4,236-78.3% | $3,607-74.5% |
| Admin fee / account holder | $1,695 | $4,251-60.1% | $5,794-70.7% | $5,124-66.9% |