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 | $12,408 | $48,570-74.5% | $130,648-90.5% | $72,985-83.0% |
| Participation rate | 5.8% | 58.6%-52.8pp | 71.7%-66.0pp | 69.5%-63.7pp |
| Annual return | 19.71% | 38.63%-18.9pp | 1708.96%-1689.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $343 | $2,384-85.6% | $3,603-90.5% | $3,607-90.5% |
| Admin fee / account holder | $3,858 | $3,549+8.7% | $5,464-29.4% | $5,124-24.7% |