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 | $23,910 | $88,360-72.9% | $145,433-83.6% | $67,986-64.8% |
| Participation rate | 60.9% | 65.5%-4.6pp | 82.1%-21.2pp | 57.2%+3.7pp |
| Annual return | 15.63% | 63.15%-47.5pp | 66.58%-50.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $688 | $3,054-77.5% | $4,554-84.9% | $2,019-65.9% |
| Participant deferral / active EE | $1,243 | $5,932-79.1% | $7,897-84.3% | $3,358-63.0% |
| Admin fee / account holder | $4,202 | $3,313+26.8% | $13,129-68.0% | $3,203+31.2% |