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 | $14,996 | $56,277-73.4% | $80,975-81.5% | $62,891-76.2% |
| Participation rate | 26.8% | 69.0%-42.2pp | 75.8%-49.1pp | 69.3%-42.5pp |
| Annual return | 6.39% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $798 | $1,943-58.9% | $3,714-78.5% | $2,281-65.0% |
| Participant deferral / active EE | $1,418 | $4,195-66.2% | $5,696-75.1% | $3,203-55.7% |
| Admin fee / account holder | $2,880 | $3,741-23.0% | $5,516-47.8% | $4,296-33.0% |