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 | $24,466 | $80,753-69.7% | $136,294-82.0% | $62,292-60.7% |
| Participation rate | 58.4% | 73.5%-15.1pp | 81.9%-23.5pp | 69.5%-11.1pp |
| Annual return | 15.57% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,462 | $5,164-71.7% | $6,247-76.6% | $3,169-53.9% |
| Admin fee / account holder | $618 | $525+17.6% | $9,243-93.3% | $479+28.9% |