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 | $16,485 | $52,836-68.8% | $105,738-84.4% | $64,186-74.3% |
| Participation rate | 61.8% | 66.5%-4.8pp | 76.3%-14.6pp | 69.6%-7.8pp |
| Annual return | -1.29% | 14.30%-15.6pp | 6.27%-7.6pp | 7.63%-8.9pp |
| Employer contribution / active EE | $527 | $1,827-71.1% | $3,268-83.9% | $2,381-77.8% |
| Participant deferral / active EE | $853 | $2,545-66.5% | $4,080-79.1% | $3,470-75.4% |
| Admin fee / account holder | $978 | $3,959-75.3% | $6,913-85.8% | $4,888-80.0% |