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 | $30,087 | $88,083-65.8% | $164,813-81.7% | $74,495-59.6% |
| Participation rate | 41.8% | 73.0%-31.3pp | 78.6%-36.8pp | 67.2%-25.4pp |
| Annual return | 12.60% | 17.26%-4.7pp | 69.93%-57.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,335 | $2,593-48.5% | $4,341-69.3% | $2,623-49.1% |
| Participant deferral / active EE | $1,814 | $4,498-59.7% | $6,031-69.9% | $4,346-58.3% |
| Admin fee / account holder | $13,208 | $2,234+491.3% | $12,690+4.1% | $1,942+580.2% |