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 | $9,647 | $63,346-84.8% | $92,233-89.5% | $70,131-86.2% |
| Participation rate | 43.2% | 68.7%-25.4pp | 76.5%-33.2pp | 69.5%-26.3pp |
| Annual return | 13.19% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $4,738 | $2,471+91.8% | $3,679+28.8% | $2,342+102.3% |
| Participant deferral / active EE | $664 | $2,854-76.7% | $3,897-83.0% | $3,332-80.1% |
| Admin fee / account holder | $1,424 | $3,840-62.9% | $5,194-72.6% | $4,645-69.3% |