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 | $15,632 | $101,724-84.6% | $164,813-90.5% | $80,856-80.7% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.6%-13.8pp |
| Annual return | 15.75% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,099 | $2,953-62.8% | $4,341-74.7% | $2,755-60.1% |
| Participant deferral / active EE | $1,502 | $4,477-66.4% | $6,031-75.1% | $4,296-65.0% |
| Admin fee / account holder | $3,878 | $8,227-52.9% | $12,690-69.4% | $6,918-43.9% |