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 | $14,417 | $127,100-88.7% | $105,738-86.4% | $135,375-89.4% |
| Participation rate | 31.3% | 82.7%-51.5pp | 76.3%-45.1pp | 82.6%-51.4pp |
| Annual return | 6.89% | 4.49%+2.4pp | 6.27%+0.6pp | 519.73%-512.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $645 | $5,064-87.3% | $4,080-84.2% | $5,609-88.5% |
| Admin fee / account holder | $1,419 | $9,087-84.4% | $6,913-79.5% | $10,827-86.9% |