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 | $28,712 | $95,803-70.0% | $113,168-74.6% | $84,808-66.1% |
| Participation rate | 49.4% | 72.9%-23.5pp | 76.6%-27.2pp | 68.3%-18.9pp |
| Annual return | 72.54% | 25.00%+47.5pp | 24.27%+48.3pp | 40.90%+31.6pp |
| Employer contribution / active EE | $733 | $2,360-68.9% | $2,975-75.4% | $2,631-72.1% |
| Participant deferral / active EE | $1,646 | $4,242-61.2% | $5,107-67.8% | $4,212-60.9% |
| Admin fee / account holder | $1,504 | $8,989-83.3% | $12,068-87.5% | $7,344-79.5% |