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 | $20,944 | $58,828-64.4% | $77,999-73.1% | $62,891-66.7% |
| Participation rate | 52.6% | 71.1%-18.4pp | 75.5%-22.9pp | 69.3%-16.7pp |
| Annual return | 12.43% | 17.16%-4.7pp | 425.96%-413.5pp | 20.14%-7.7pp |
| Employer contribution / active EE | $362 | $1,672-78.3% | $2,470-85.3% | $2,281-84.1% |
| Participant deferral / active EE | $845 | $2,686-68.5% | $3,497-75.8% | $3,203-73.6% |
| Admin fee / account holder | $6,565 | $4,393+49.4% | $5,480+19.8% | $4,296+52.8% |