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 | $27,966 | $78,705-64.5% | $117,854-76.3% | $70,131-60.1% |
| Participation rate | 62.7% | 73.2%-10.4pp | 79.7%-16.9pp | 69.5%-6.8pp |
| Annual return | 14.13% | 23.30%-9.2pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $696 | $2,223-68.7% | $3,786-81.6% | $2,342-70.3% |
| Participant deferral / active EE | $1,408 | $3,297-57.3% | $4,482-68.6% | $3,332-57.7% |
| Admin fee / account holder | $1,856 | $5,065-63.4% | $8,020-76.9% | $4,645-60.0% |