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 9-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 | $12,335 | $149,734-91.8% | $118,925-89.6% | $158,922-92.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 16.06% | 19.95%-3.9pp | 35.88%-19.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,098 | $4,115-73.3% | $3,263-66.4% | $4,761-76.9% |
| Participant deferral / active EE | $1,351 | $5,223-74.1% | $4,265-68.3% | $5,982-77.4% |
| Admin fee / account holder | $3,647 | $8,603-57.6% | $6,581-44.6% | $11,246-67.6% |