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 | $19,569 | $157,256-87.6% | $141,162-86.1% | $152,861-87.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 26.93% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,077 | $5,261-60.5% | $4,735-56.1% | $4,762-56.4% |
| Participant deferral / active EE | $432 | $7,109-93.9% | $6,709-93.6% | $5,850-92.6% |
| Admin fee / account holder | $1,043 | $12,120-91.4% | $10,261-89.8% | $11,596-91.0% |