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 | $23,094 | $99,985-76.9% | $146,665-84.3% | $85,850-73.1% |
| Participation rate | 46.7% | 73.1%-26.4pp | 80.1%-33.4pp | 69.3%-22.6pp |
| Annual return | 18.39% | 18.93%-0.5pp | 22.74%-4.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $921 | $2,559-64.0% | $4,136-77.7% | $2,565-64.1% |
| Participant deferral / active EE | $1,688 | $4,006-57.9% | $5,506-69.3% | $3,952-57.3% |
| Admin fee / account holder | $719 | $7,702-90.7% | $10,280-93.0% | $6,260-88.5% |