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 | $75,417 | $103,031-26.8% | $78,805-4.3% | $357,791-78.9% |
| Participation rate | 42.9% | 81.4%-38.5pp | 73.6%-30.7pp | 85.6%-42.7pp |
| Annual return | 19.16% | -11.97%+31.1pp | -2.71%+21.9pp | 396.79%-377.6pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,221 | $5,060-75.9% | $3,584-65.9% | $5,521-77.9% |
| Admin fee / account holder | $4,014 | $5,883-31.8% | $5,677-29.3% | $28,387-85.9% |