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 | $5,807 | $58,523-90.1% | $99,443-94.2% | $72,985-92.0% |
| Participation rate | 65.4% | 64.6%+0.8pp | 73.8%-8.4pp | 69.5%-4.1pp |
| Annual return | 20.01% | 28.51%-8.5pp | 30.72%-10.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $524 | $1,512-65.3% | $2,540-79.4% | $2,440-78.5% |
| Participant deferral / active EE | $892 | $2,606-65.8% | $3,619-75.4% | $3,607-75.3% |
| Admin fee / account holder | $822 | $4,102-80.0% | $6,250-86.9% | $5,124-84.0% |