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 | $15,125 | $87,733-82.8% | $106,548-85.8% | $85,850-82.4% |
| Participation rate | 54.3% | 71.9%-17.6pp | 76.1%-21.8pp | 69.3%-15.0pp |
| Annual return | 26.54% | 21.86%+4.7pp | 26.80%-0.3pp | 318.53%-292.0pp |
| Employer contribution / active EE | $571 | $2,073-72.4% | $2,819-79.7% | $2,565-77.7% |
| Participant deferral / active EE | $1,481 | $3,469-57.3% | $4,398-66.3% | $3,952-62.5% |
| Admin fee / account holder | $4,252 | $6,767-37.2% | $7,407-42.6% | $6,260-32.1% |