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 | $8,702 | $85,202-89.8% | $172,739-95.0% | $72,985-88.1% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 17.03% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $513 | $3,324-84.6% | $5,143-90.0% | $2,440-79.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $840 | $5,884-85.7% | $13,954-94.0% | $5,124-83.6% |