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 | $15,125 | $74,661-79.7% | $160,784-90.6% | $67,986-77.8% |
| Participation rate | 41.2% | 57.1%-16.0pp | 77.0%-35.8pp | 57.2%-16.0pp |
| Annual return | 16.65% | 28.83%-12.2pp | 1803.92%-1787.3pp | 31.67%-15.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $910 | $3,681-75.3% | $6,293-85.5% | $3,358-72.9% |
| Admin fee / account holder | $1,098 | $3,959-72.3% | $9,717-88.7% | $3,203-65.7% |