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 | $6,010 | $67,606-91.1% | $82,313-92.7% | $70,131-91.4% |
| Participation rate | 43.5% | 72.8%-29.3pp | 76.9%-33.4pp | 69.5%-26.1pp |
| Annual return | 26.74% | 21.57%+5.2pp | 25.88%+0.9pp | 73.14%-46.4pp |
| Employer contribution / active EE | $545 | $1,755-69.0% | $2,428-77.6% | $2,342-76.7% |
| Participant deferral / active EE | $1,060 | $2,987-64.5% | $3,706-71.4% | $3,332-68.2% |
| Admin fee / account holder | $306 | $4,512-93.2% | $5,608-94.5% | $4,645-93.4% |