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 | $7,055 | $100,041-92.9% | $149,718-95.3% | $70,131-89.9% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 35.03% | 27.43%+7.6pp | 1501.63%-1466.6pp | 73.14%-38.1pp |
| Employer contribution / active EE | $1,114 | $3,662-69.6% | $5,445-79.5% | $2,342-52.5% |
| Participant deferral / active EE | $1,992 | $4,983-60.0% | $6,569-69.7% | $3,332-40.2% |
| Admin fee / account holder | $1,022 | $8,286-87.7% | $11,283-90.9% | $4,645-78.0% |