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 | $9,578 | $100,041-90.4% | $149,718-93.6% | $70,131-86.3% |
| Participation rate | 11.4% | 83.6%-72.2pp | 87.1%-75.7pp | 69.5%-58.2pp |
| Annual return | 16.68% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $728 | $4,983-85.4% | $6,569-88.9% | $3,332-78.1% |
| Admin fee / account holder | $599 | $8,286-92.8% | $11,283-94.7% | $4,645-87.1% |