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 | $16,025 | $80,968-80.2% | $96,544-83.4% | $75,163-78.7% |
| Participation rate | 47.1% | 71.8%-24.6pp | 76.0%-28.8pp | 67.2%-20.0pp |
| Annual return | 21.29% | 27.06%-5.8pp | 25.84%-4.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $668 | $2,282-70.7% | $2,965-77.5% | $2,670-75.0% |
| Participant deferral / active EE | $1,344 | $3,928-65.8% | $4,851-72.3% | $4,125-67.4% |
| Admin fee / account holder | $1,012 | $6,724-85.0% | $8,252-87.7% | $5,651-82.1% |