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 | $26,178 | $66,310-60.5% | $93,606-72.0% | $65,185-59.8% |
| Participation rate | 11.1% | 74.0%-62.9pp | 75.8%-64.7pp | 70.2%-59.1pp |
| Annual return | 20.42% | 42.58%-22.2pp | 32.76%-12.3pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $620 | $3,342-81.4% | $4,069-84.8% | $3,514-82.3% |
| Admin fee / account holder | $2,632 | $6,897-61.8% | $7,888-66.6% | $847+210.8% |