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 | $22,298 | $80,753-72.4% | $136,294-83.6% | $62,292-64.2% |
| Participation rate | 31.7% | 73.5%-41.9pp | 81.9%-50.2pp | 69.5%-37.8pp |
| Annual return | 30.85% | 35.83%-5.0pp | 5155.94%-5125.1pp | 28.90%+2.0pp |
| Employer contribution / active EE | $1,041 | $2,884-63.9% | $4,695-77.8% | $2,042-49.0% |
| Participant deferral / active EE | $1,615 | $5,164-68.7% | $6,247-74.1% | $3,169-49.0% |
| Admin fee / account holder | $1,295 | $525+146.4% | $9,243-86.0% | $479+170.1% |