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 | $8,582 | $85,766-90.0% | $136,294-93.7% | $70,131-87.8% |
| Participation rate | 38.7% | 74.2%-35.4pp | 81.9%-43.2pp | 69.5%-30.8pp |
| Annual return | 20.65% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $706 | $2,966-76.2% | $4,695-85.0% | $2,342-69.8% |
| Participant deferral / active EE | $904 | $5,051-82.1% | $6,247-85.5% | $3,332-72.9% |
| Admin fee / account holder | $342 | $5,420-93.7% | $9,243-96.3% | $4,645-92.6% |