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 | $17,754 | $103,376-82.8% | $87,100-79.6% | $152,861-88.4% |
| Participation rate | 30.8% | 79.3%-48.6pp | 76.9%-46.1pp | 82.4%-51.7pp |
| Annual return | 11.77% | 28.10%-16.3pp | 28.19%-16.4pp | 345.32%-333.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,345 | $4,778-71.9% | $4,049-66.8% | $5,850-77.0% |
| Admin fee / account holder | $32,041 | $12,205+162.5% | $7,497+327.4% | $11,596+176.3% |