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 | $12,634 | $65,365-80.7% | $92,893-86.4% | $72,985-82.7% |
| Participation rate | 66.1% | 68.3%-2.2pp | 76.0%-9.9pp | 69.5%-3.4pp |
| Annual return | 17.15% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,310 | $2,594-49.5% | $3,653-64.1% | $2,440-46.3% |
| Participant deferral / active EE | $184 | $3,128-94.1% | $4,236-95.6% | $3,607-94.9% |
| Admin fee / account holder | $404 | $4,251-90.5% | $5,794-93.0% | $5,124-92.1% |