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 | $23,024 | $175,600-86.9% | $129,110-82.2% | $134,475-82.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.3%-17.3pp | 81.2%-21.2pp |
| Annual return | -17.13% | -11.39%-5.7pp | -10.94%-6.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,522 | $6,355-76.0% | $5,052-69.9% | $4,740-67.9% |
| Participant deferral / active EE | $2,028 | $7,975-74.6% | $6,542-69.0% | $6,400-68.3% |
| Admin fee / account holder | $5,855 | $23,567-75.2% | $14,302-59.1% | $11,426-48.8% |