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 | $23,676 | $109,359-78.3% | $162,163-85.4% | $72,985-67.6% |
| Participation rate | 25.5% | 84.3%-58.8pp | 87.6%-62.1pp | 69.5%-44.0pp |
| Annual return | 25.17% | 25.46%-0.3pp | 115.59%-90.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,501 | $5,481-72.6% | $7,298-79.4% | $3,607-58.4% |
| Admin fee / account holder | $676 | $7,972-91.5% | $10,843-93.8% | $5,124-86.8% |