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 | $20,964 | $157,256-86.7% | $141,162-85.1% | $152,861-86.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 28.04% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,406 | $5,261-73.3% | $4,735-70.3% | $4,762-70.5% |
| Participant deferral / active EE | $2,215 | $7,109-68.8% | $6,709-67.0% | $5,850-62.1% |
| Admin fee / account holder | $3,070 | $12,120-74.7% | $10,261-70.1% | $11,596-73.5% |