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 | $12,005 | $75,828-84.2% | $147,614-91.9% | $59,632-79.9% |
| Participation rate | 43.6% | 71.6%-28.0pp | 84.6%-41.0pp | 68.7%-25.1pp |
| Annual return | 4.48% | 0.37%+4.1pp | 61.98%-57.5pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $898 | $3,485-74.2% | $5,564-83.9% | $2,203-59.2% |
| Participant deferral / active EE | $533 | $3,130-83.0% | $4,895-89.1% | $3,192-83.3% |
| Admin fee / account holder | $953 | $5,985-84.1% | $11,611-91.8% | $4,297-77.8% |