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 | $11,187 | $43,075-74.0% | $74,583-85.0% | $62,891-82.2% |
| Participation rate | 42.9% | 58.1%-15.2pp | 68.1%-25.3pp | 69.3%-26.4pp |
| Annual return | 6.73% | 17.50%-10.8pp | 20.47%-13.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $462 | $1,498-69.1% | $2,525-81.7% | $2,281-79.7% |
| Participant deferral / active EE | $676 | $2,389-71.7% | $3,458-80.4% | $3,203-78.9% |
| Admin fee / account holder | $947 | $2,840-66.7% | $4,138-77.1% | $4,296-78.0% |