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 | $18,093 | $116,175-84.4% | $93,606-80.7% | $152,861-88.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 15.98% | 35.96%-20.0pp | 32.76%-16.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $849 | $3,218-73.6% | $2,718-68.8% | $4,762-82.2% |
| Participant deferral / active EE | $849 | $4,603-81.6% | $4,069-79.1% | $5,850-85.5% |
| Admin fee / account holder | $1,817 | $10,748-83.1% | $7,888-77.0% | $11,596-84.3% |