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 | $7,838 | $95,416-91.8% | $185,823-95.8% | $85,850-90.9% |
| Participation rate | 57.1% | 68.8%-11.6pp | 81.7%-24.6pp | 69.3%-12.2pp |
| Annual return | 17.91% | 23.59%-5.7pp | 122.05%-104.1pp | 318.53%-300.6pp |
| Employer contribution / active EE | $683 | $3,314-79.4% | $5,167-86.8% | $2,565-73.4% |
| Participant deferral / active EE | $796 | $3,423-76.8% | $5,568-85.7% | $3,952-79.9% |
| Admin fee / account holder | $935 | $7,213-87.0% | $16,237-94.2% | $6,260-85.1% |