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 | $2,654 | $91,037-97.1% | $71,671-96.3% | $147,584-98.2% |
| Participation rate | 20.0% | 76.1%-56.1pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | 39.28% | 20.48%+18.8pp | 20.65%+18.6pp | 578.55%-539.3pp |
| Employer contribution / active EE | $518 | $3,327-84.4% | $2,460-78.9% | $4,876-89.4% |
| Participant deferral / active EE | $716 | $4,498-84.1% | $3,438-79.2% | $5,439-86.8% |
| Admin fee / account holder | $1,657 | $8,613-80.8% | $5,558-70.2% | $10,885-84.8% |