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 | $15,443 | $58,512-73.6% | $84,015-81.6% | $72,985-78.8% |
| Participation rate | 50.8% | 61.2%-10.5pp | 69.0%-18.2pp | 69.5%-18.7pp |
| Annual return | 54.74% | 28.93%+25.8pp | 71.31%-16.6pp | 81.00%-26.3pp |
| Employer contribution / active EE | $732 | $1,163-37.1% | $1,983-63.1% | $2,440-70.0% |
| Participant deferral / active EE | $902 | $2,394-62.3% | $3,239-72.1% | $3,607-75.0% |
| Admin fee / account holder | $862 | $4,569-81.1% | $6,101-85.9% | $5,124-83.2% |