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 | $20,648 | $65,376-68.4% | $87,100-76.3% | $65,185-68.3% |
| Participation rate | 47.0% | 75.3%-28.3pp | 76.9%-29.9pp | 70.2%-23.2pp |
| Annual return | 49.11% | 31.27%+17.8pp | 28.19%+20.9pp | 29.38%+19.7pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $761 | $3,388-77.5% | $4,049-81.2% | $3,514-78.3% |
| Admin fee / account holder | $2,611 | $520+402.3% | $7,497-65.2% | $847+208.2% |