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 | $13,233 | $161,852-91.8% | $92,233-85.7% | - |
| Participation rate | 53.5% | 64.7%-11.2pp | 76.5%-22.9pp | - |
| Annual return | 29.05% | 7.35%+21.7pp | 176.28%-147.2pp | - |
| Employer contribution / active EE | $2,814 | $1,845+52.5% | $3,679-23.5% | - |
| Participant deferral / active EE | $821 | $2,669-69.2% | $3,897-78.9% | - |
| Admin fee / account holder | $2,840 | $7,254-60.9% | $5,194-45.3% | - |