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 | $13,102 | $68,547-80.9% | $120,354-89.1% | $80,856-83.8% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 10.42% | 23.60%-13.2pp | 107.15%-96.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $659 | $2,051-67.9% | $3,463-81.0% | $2,755-76.1% |
| Participant deferral / active EE | $1,101 | $3,173-65.3% | $4,991-77.9% | $4,296-74.4% |
| Admin fee / account holder | $3,812 | $5,732-33.5% | $9,423-59.5% | $6,918-44.9% |