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 | $13,732 | $72,277-81.0% | $101,248-86.4% | $79,858-82.8% |
| Participation rate | 46.4% | 68.5%-22.0pp | 75.8%-29.4pp | 69.6%-23.2pp |
| Annual return | 11.88% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $656 | $2,692-75.6% | $3,660-82.1% | $2,471-73.5% |
| Participant deferral / active EE | $203 | $3,282-93.8% | $4,370-95.4% | $3,740-94.6% |
| Admin fee / account holder | $2,503 | $4,400-43.1% | $5,945-57.9% | $5,306-52.8% |