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 | $5,396 | $53,127-89.8% | $86,590-93.8% | $70,131-92.3% |
| Participation rate | 41.5% | 65.3%-23.8pp | 73.5%-32.1pp | 69.5%-28.1pp |
| Annual return | 22.22% | 27.66%-5.4pp | 964.84%-942.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $879 | $2,068-57.5% | $2,839-69.1% | $2,342-62.5% |
| Participant deferral / active EE | $735 | $2,696-72.7% | $3,609-79.6% | $3,332-77.9% |
| Admin fee / account holder | $9,523 | $3,585+165.6% | $4,906+94.1% | $4,645+105.0% |