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 | $16,784 | $155,788-89.2% | $124,672-86.5% | $167,490-90.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 20.12% | 17.97%+2.1pp | 5142.93%-5122.8pp | 478.56%-458.4pp |
| Employer contribution / active EE | $939 | $4,163-77.4% | $3,324-71.7% | $4,837-80.6% |
| Participant deferral / active EE | $1,131 | $5,673-80.1% | $4,614-75.5% | $6,341-82.2% |
| Admin fee / account holder | $3,774 | $9,531-60.4% | $7,493-49.6% | $12,309-69.3% |