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 | $27,006 | $100,041-73.0% | $149,718-82.0% | $70,131-61.5% |
| Participation rate | 39.3% | 83.6%-44.3pp | 87.1%-47.8pp | 69.5%-30.3pp |
| Annual return | 13.75% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,534 | $3,662-58.1% | $5,445-71.8% | $2,342-34.5% |
| Participant deferral / active EE | $1,978 | $4,983-60.3% | $6,569-69.9% | $3,332-40.6% |
| Admin fee / account holder | $15,376 | $8,286+85.6% | $11,283+36.3% | $4,645+231.0% |