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 | $19,226 | $98,982-80.6% | $162,163-88.1% | $65,185-70.5% |
| Participation rate | 20.2% | 85.8%-65.6pp | 87.6%-67.4pp | 70.2%-50.0pp |
| Annual return | 170.53% | 24.84%+145.7pp | 115.59%+54.9pp | 29.38%+141.1pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $344 | $5,384-93.6% | $7,298-95.3% | $3,514-90.2% |
| Admin fee / account holder | $2,756 | $596+362.1% | $10,843-74.6% | $847+225.3% |