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 7-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 | $10,626 | $49,693-78.6% | $70,515-84.9% | $74,419-85.7% |
| Participation rate | 20.3% | 64.7%-44.4pp | 68.3%-48.1pp | 70.7%-50.5pp |
| Annual return | 24.10% | 21.22%+2.9pp | 32.77%-8.7pp | 34.38%-10.3pp |
| Employer contribution / active EE | $431 | $1,773-75.7% | $2,973-85.5% | $2,637-83.7% |
| Participant deferral / active EE | $834 | $3,376-75.3% | $4,567-81.7% | $4,528-81.6% |
| Admin fee / account holder | $872 | $316+176.0% | $6,412-86.4% | $348+150.6% |