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 | $19,637 | $76,367-74.3% | $93,606-79.0% | $72,985-73.1% |
| Participation rate | 61.7% | 71.7%-10.0pp | 75.8%-14.1pp | 69.5%-7.8pp |
| Annual return | 20.19% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $728 | $3,538-79.4% | $4,069-82.1% | $3,607-79.8% |
| Admin fee / account holder | $6,668 | $6,838-2.5% | $7,888-15.5% | $5,124+30.1% |