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 | $7,891 | $65,395-87.9% | $182,532-95.7% | $72,985-89.2% |
| Participation rate | 61.5% | 65.4%-3.9pp | 78.0%-16.4pp | 69.5%-7.9pp |
| Annual return | 22.70% | 27.68%-5.0pp | 148.54%-125.8pp | 81.00%-58.3pp |
| Employer contribution / active EE | $444 | $1,911-76.8% | $4,076-89.1% | $2,440-81.8% |
| Participant deferral / active EE | $703 | $3,563-80.3% | $5,524-87.3% | $3,607-80.5% |
| Admin fee / account holder | $359 | $4,245-91.5% | $8,592-95.8% | $5,124-93.0% |