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 | $15,112 | $118,849-87.3% | $96,562-84.4% | $167,490-91.0% |
| Participation rate | 39.1% | 75.5%-36.3pp | 69.8%-30.7pp | 82.1%-43.0pp |
| Annual return | 15.38% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $801 | $3,120-74.3% | $2,356-66.0% | $4,837-83.4% |
| Participant deferral / active EE | $1,142 | $4,616-75.3% | $3,849-70.3% | $6,341-82.0% |
| Admin fee / account holder | $415 | $8,065-94.9% | $6,181-93.3% | $12,309-96.6% |