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 | $20,270 | $211,958-90.4% | $169,463-88.0% | $135,375-85.0% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -3.25% | 3.26%-6.5pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $481 | $5,120-90.6% | $4,159-88.4% | $4,779-89.9% |
| Participant deferral / active EE | $825 | $6,075-86.4% | $5,277-84.4% | $5,609-85.3% |
| Admin fee / account holder | $12,768 | $11,471+11.3% | $9,109+40.2% | $10,827+17.9% |