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 | $16,902 | $57,828-70.8% | $117,039-85.6% | $70,131-75.9% |
| Participation rate | 52.5% | 67.1%-14.6pp | 77.2%-24.7pp | 69.5%-17.0pp |
| Annual return | 16.28% | 17.55%-1.3pp | 18.95%-2.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $674 | $1,816-62.9% | $3,785-82.2% | $2,342-71.2% |
| Participant deferral / active EE | $845 | $2,438-65.3% | $3,929-78.5% | $3,332-74.6% |
| Admin fee / account holder | $4,499 | $3,548+26.8% | $5,974-24.7% | $4,645-3.2% |