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 | $9,467 | $135,952-93.0% | $123,892-92.4% | $273,961-96.5% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 12.73% | 56.63%-43.9pp | 47.52%-34.8pp | 41.45%-28.7pp |
| Employer contribution / active EE | $2,861 | $5,170-44.7% | $4,617-38.0% | $4,869-41.2% |
| Participant deferral / active EE | $1,424 | $6,343-77.5% | $5,984-76.2% | $5,287-73.1% |
| Admin fee / account holder | $800 | $9,817-91.9% | $8,357-90.4% | $10,132-92.1% |