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 | $13,016 | $55,002-76.3% | $59,878-78.3% | $56,287-76.9% |
| Participation rate | 47.0% | 75.9%-28.9pp | 74.7%-27.7pp | 69.9%-22.8pp |
| Annual return | 20.85% | 1.13%+19.7pp | 3.46%+17.4pp | -9.96%+30.8pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,110 | $3,121-64.4% | $3,402-67.4% | $3,350-66.9% |
| Admin fee / account holder | $589 | $236+150.0% | $3,590-83.6% | $521+13.1% |