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 | $22,636 | $86,929-74.0% | $102,423-77.9% | $80,856-72.0% |
| Participation rate | 51.2% | 72.4%-21.2pp | 76.5%-25.3pp | 67.6%-16.5pp |
| Annual return | 15.51% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $949 | $2,369-59.9% | $3,023-68.6% | $2,755-65.5% |
| Participant deferral / active EE | $1,456 | $4,118-64.7% | $5,053-71.2% | $4,296-66.1% |
| Admin fee / account holder | $426 | $8,049-94.7% | $9,451-95.5% | $6,918-93.8% |