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 | $11,292 | $103,376-89.1% | $87,100-87.0% | $152,861-92.6% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 21.93% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,267 | $3,220-60.7% | $2,521-49.8% | $4,762-73.4% |
| Participant deferral / active EE | $720 | $4,778-84.9% | $4,049-82.2% | $5,850-87.7% |
| Admin fee / account holder | $404 | $12,205-96.7% | $7,497-94.6% | $11,596-96.5% |