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 | $18,765 | $154,117-87.8% | $129,995-85.6% | $139,434-86.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 9.66% | 32.48%-22.8pp | -137.18%+146.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,205 | $5,289-77.2% | $4,320-72.1% | $4,751-74.6% |
| Participant deferral / active EE | $1,406 | $6,710-79.0% | $5,820-75.8% | $6,710-79.0% |
| Admin fee / account holder | $51,433 | $14,007+267.2% | $10,614+384.6% | $11,403+351.1% |