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 | $22,619 | $72,492-68.8% | $87,100-74.0% | $72,985-69.0% |
| Participation rate | 27.9% | 72.8%-44.9pp | 76.9%-49.0pp | 69.5%-41.6pp |
| Annual return | 22.97% | 24.46%-1.5pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $595 | $1,894-68.6% | $2,521-76.4% | $2,440-75.6% |
| Participant deferral / active EE | $862 | $3,270-73.6% | $4,049-78.7% | $3,607-76.1% |
| Admin fee / account holder | $1,066 | $5,055-78.9% | $7,497-85.8% | $5,124-79.2% |