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 | $10,734 | $89,355-88.0% | $141,162-92.4% | $72,985-85.3% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 21.03% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,231 | $3,114-60.5% | $4,735-74.0% | $2,440-49.5% |
| Participant deferral / active EE | $1,460 | $5,418-73.0% | $6,709-78.2% | $3,607-59.5% |
| Admin fee / account holder | $537 | $5,958-91.0% | $10,261-94.8% | $5,124-89.5% |