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 | $3,231 | $149,679-97.8% | $117,039-97.2% | $147,584-97.8% |
| Participation rate | 20.0% | 83.5%-63.5pp | 77.2%-57.2pp | 82.8%-62.8pp |
| Annual return | 11.75% | 19.31%-7.6pp | 18.95%-7.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $884 | $4,937-82.1% | $3,785-76.6% | $4,876-81.9% |
| Participant deferral / active EE | $474 | $4,912-90.3% | $3,929-87.9% | $5,439-91.3% |
| Admin fee / account holder | $2,541 | $7,856-67.7% | $5,974-57.5% | $10,885-76.7% |