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 | $23,064 | $98,750-76.6% | $149,696-84.6% | $79,858-71.1% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 14.57% | 27.43%-12.9pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,400 | $3,216-56.5% | $4,644-69.9% | $2,471-43.4% |
| Participant deferral / active EE | $2,355 | $5,680-58.5% | $6,842-65.6% | $3,740-37.0% |
| Admin fee / account holder | $4,981 | $6,053-17.7% | $9,309-46.5% | $5,306-6.1% |