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 | $15,293 | $102,317-85.1% | $146,958-89.6% | $80,856-81.1% |
| Participation rate | 68.6% | 75.8%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 17.91% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,464 | $3,713-60.6% | $4,933-70.3% | $2,755-46.8% |
| Participant deferral / active EE | $1,826 | $6,644-72.5% | $8,070-77.4% | $4,296-57.5% |
| Admin fee / account holder | $1,334 | $7,941-83.2% | $12,998-89.7% | $6,918-80.7% |