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 | $10,240 | $80,753-87.3% | $136,294-92.5% | $62,292-83.6% |
| Participation rate | 50.0% | 73.5%-23.5pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 21.35% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,275 | $2,884-55.8% | $4,695-72.9% | $2,042-37.6% |
| Participant deferral / active EE | $1,789 | $5,164-65.3% | $6,247-71.4% | $3,169-43.5% |
| Admin fee / account holder | $372 | $525-29.3% | $9,243-96.0% | $479-22.5% |