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 | $23,614 | $89,739-73.7% | $149,718-84.2% | $62,292-62.1% |
| Participation rate | 15.2% | 85.1%-69.9pp | 87.1%-71.8pp | 69.5%-54.3pp |
| Annual return | 92.28% | 21.01%+71.3pp | 1501.63%-1409.4pp | 28.90%+63.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,049 | $4,797-78.1% | $6,569-84.0% | $3,169-66.9% |
| Admin fee / account holder | $2,362 | $551+328.5% | $11,283-79.1% | $479+392.7% |