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 | $18,414 | $85,766-78.5% | $136,294-86.5% | $70,131-73.7% |
| Participation rate | 32.5% | 74.2%-41.7pp | 81.9%-49.4pp | 69.5%-37.0pp |
| Annual return | 16.93% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $688 | $2,966-76.8% | $4,695-85.4% | $2,342-70.6% |
| Participant deferral / active EE | $1,189 | $5,051-76.5% | $6,247-81.0% | $3,332-64.3% |
| Admin fee / account holder | $1,805 | $5,420-66.7% | $9,243-80.5% | $4,645-61.2% |