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 | $23,718 | $79,184-70.0% | $102,438-76.8% | $74,546-68.2% |
| Participation rate | 61.5% | 74.8%-13.2pp | 76.5%-15.0pp | 67.2%-5.7pp |
| Annual return | 13.76% | 54.95%-41.2pp | 29.37%-15.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $873 | $2,362-63.0% | $3,024-71.1% | $2,624-66.7% |
| Participant deferral / active EE | $1,974 | $4,414-55.3% | $5,054-60.9% | $4,347-54.6% |
| Admin fee / account holder | $3,293 | $2,001+64.6% | $9,448-65.1% | $1,944+69.5% |