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 | $18,379 | $54,701-66.4% | $86,188-78.7% | $71,457-74.3% |
| Participation rate | 28.2% | 60.1%-31.9pp | 69.0%-40.7pp | 67.9%-39.7pp |
| Annual return | 15.96% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $427 | $1,265-66.3% | $2,380-82.1% | $2,588-83.5% |
| Participant deferral / active EE | $889 | $3,108-71.4% | $3,985-77.7% | $4,289-79.3% |
| Admin fee / account holder | $3,388 | $1,922+76.3% | $6,852-50.6% | $1,587+113.4% |