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 | $8,818 | $109,881-92.0% | $150,045-94.1% | $84,808-89.6% |
| Participation rate | 64.5% | 76.1%-11.6pp | 82.3%-17.8pp | 68.3%-3.8pp |
| Annual return | 15.97% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $959 | $3,561-73.1% | $4,693-79.6% | $2,631-63.6% |
| Participant deferral / active EE | $1,498 | $6,636-77.4% | $7,997-81.3% | $4,212-64.4% |
| Admin fee / account holder | $1,117 | $8,568-87.0% | $13,435-91.7% | $7,344-84.8% |