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 | $7,538 | $85,202-91.2% | $172,739-95.6% | $72,985-89.7% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.6%-25.0pp | 69.5%-11.8pp |
| Annual return | 18.10% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $450 | $3,324-86.5% | $5,143-91.3% | $2,440-81.6% |
| Participant deferral / active EE | $784 | $3,260-76.0% | $5,198-84.9% | $3,607-78.3% |
| Admin fee / account holder | $844 | $5,884-85.7% | $13,954-93.9% | $5,124-83.5% |