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 | $6,888 | $56,054-87.7% | $171,082-96.0% | $62,891-89.0% |
| Participation rate | 30.8% | 62.9%-32.1pp | 76.7%-45.9pp | 69.3%-38.5pp |
| Annual return | 6.82% | 22.52%-15.7pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $388 | $1,731-77.6% | $4,002-90.3% | $2,281-83.0% |
| Participant deferral / active EE | $569 | $3,158-82.0% | $4,797-88.1% | $3,203-82.2% |
| Admin fee / account holder | $4,291 | $3,647+17.7% | $8,520-49.6% | $4,296-0.1% |