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 | $14,839 | $232,540-93.6% | $185,117-92.0% | $147,584-89.9% |
| Participation rate | 28.6% | 82.4%-53.8pp | 77.3%-48.7pp | 82.8%-54.3pp |
| Annual return | 19.02% | 43.03%-24.0pp | 40.50%-21.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $514 | $5,195-90.1% | $4,182-87.7% | $4,876-89.5% |
| Participant deferral / active EE | $619 | $5,834-89.4% | $5,045-87.7% | $5,439-88.6% |
| Admin fee / account holder | $1,192 | $10,275-88.4% | $8,159-85.4% | $10,885-89.0% |