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 | $30,197 | $100,041-69.8% | $149,718-79.8% | $70,131-56.9% |
| Participation rate | 57.4% | 83.6%-26.1pp | 87.1%-29.6pp | 69.5%-12.1pp |
| Annual return | 18.73% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,406 | $3,662-61.6% | $5,445-74.2% | $2,342-40.0% |
| Participant deferral / active EE | $1,780 | $4,983-64.3% | $6,569-72.9% | $3,332-46.6% |
| Admin fee / account holder | $2,956 | $8,286-64.3% | $11,283-73.8% | $4,645-36.4% |