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 | $10,995 | $53,127-79.3% | $86,590-87.3% | $70,131-84.3% |
| Participation rate | 15.8% | 65.3%-49.5pp | 73.5%-57.8pp | 69.5%-53.8pp |
| Annual return | 21.65% | 27.66%-6.0pp | 964.84%-943.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $243 | $2,068-88.2% | $2,839-91.4% | $2,342-89.6% |
| Participant deferral / active EE | $334 | $2,696-87.6% | $3,609-90.8% | $3,332-90.0% |
| Admin fee / account holder | $1,432 | $3,585-60.1% | $4,906-70.8% | $4,645-69.2% |