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 | $10,451 | $215,361-95.1% | $171,082-93.9% | $273,961-96.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 7.15% | 25.14%-18.0pp | 32.56%-25.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $689 | $4,967-86.1% | $4,002-82.8% | $4,869-85.8% |
| Participant deferral / active EE | $689 | $5,543-87.6% | $4,797-85.6% | $5,287-87.0% |
| Admin fee / account holder | $43,378 | $10,846+299.9% | $8,520+409.2% | $10,132+328.1% |