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 | $16,502 | $78,705-79.0% | $117,854-86.0% | $70,131-76.5% |
| Participation rate | 59.6% | 73.2%-13.6pp | 79.7%-20.1pp | 69.5%-10.0pp |
| Annual return | 12.99% | 23.30%-10.3pp | 335.08%-322.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $959 | $3,297-70.9% | $4,482-78.6% | $3,332-71.2% |
| Admin fee / account holder | $778 | $5,065-84.6% | $8,020-90.3% | $4,645-83.2% |