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 | $271 | $65,041-99.6% | $90,951-99.7% | $79,858-99.7% |
| Participation rate | 49.2% | 61.6%-12.4pp | 69.0%-19.8pp | 69.6%-20.4pp |
| Annual return | 13.72% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $294 | $1,247-76.5% | $2,122-86.2% | $2,471-88.1% |
| Participant deferral / active EE | $1,063 | $2,512-57.7% | $3,373-68.5% | $3,740-71.6% |
| Admin fee / account holder | $82,616 | $4,536+1721.3% | $5,959+1286.5% | $5,306+1456.9% |