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 | $13,005 | $115,882-88.8% | $100,516-87.1% | $158,922-91.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 16.12% | 34.79%-18.7pp | 30.89%-14.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $687 | $4,103-83.3% | $3,418-79.9% | $4,761-85.6% |
| Participant deferral / active EE | $1,375 | $6,674-79.4% | $6,270-78.1% | $5,982-77.0% |
| Admin fee / account holder | $3,484 | $10,995-68.3% | $8,081-56.9% | $11,246-69.0% |