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 | $8,027 | $72,012-88.9% | $185,823-95.7% | $79,858-89.9% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 12.00% | 23.12%-11.1pp | 35.95%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $449 | $1,965-77.1% | $4,087-89.0% | $2,471-81.8% |
| Participant deferral / active EE | $669 | $3,779-82.3% | $5,632-88.1% | $3,740-82.1% |
| Admin fee / account holder | $963 | $4,513-78.7% | $9,500-89.9% | $5,306-81.9% |