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 | $13,842 | $115,770-88.0% | $101,248-86.3% | $158,922-91.3% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 12.28% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $915 | $4,175-78.1% | $3,660-75.0% | $4,761-80.8% |
| Participant deferral / active EE | $1,220 | $4,957-75.4% | $4,370-72.1% | $5,982-79.6% |
| Admin fee / account holder | $557 | $7,245-92.3% | $5,945-90.6% | $11,246-95.1% |