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 | $10,124 | $54,541-81.4% | $78,778-87.1% | $70,131-85.6% |
| Participation rate | 25.9% | 60.8%-34.9pp | 69.2%-43.3pp | 69.5%-43.6pp |
| Annual return | 20.28% | 21.07%-0.8pp | 35.62%-15.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $402 | $1,089-63.1% | $1,986-79.7% | $2,342-82.8% |
| Participant deferral / active EE | $517 | $2,210-76.6% | $2,958-82.5% | $3,332-84.5% |
| Admin fee / account holder | $1,122 | $3,709-69.8% | $5,134-78.2% | $4,645-75.9% |