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 | $10,958 | $60,124-81.8% | $90,404-87.9% | $79,858-86.3% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 26.80% | 71.94%-45.1pp | 1293.02%-1266.2pp | 31.71%-4.9pp |
| Employer contribution / active EE | $350 | $2,068-83.1% | $3,262-89.3% | $2,471-85.8% |
| Participant deferral / active EE | $707 | $2,938-76.0% | $3,963-82.2% | $3,740-81.1% |
| Admin fee / account holder | $983 | $3,976-75.3% | $5,611-82.5% | $5,306-81.5% |