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 | $15,072 | $72,177-79.1% | $115,037-86.9% | $59,632-74.7% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -1.85% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $540 | $2,841-81.0% | $4,608-88.3% | $2,203-75.5% |
| Participant deferral / active EE | $1,461 | $4,783-69.5% | $6,026-75.8% | $3,192-54.2% |
| Admin fee / account holder | $2,640 | $4,927-46.4% | $8,175-67.7% | $4,297-38.6% |