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 | $10,704 | $85,766-87.5% | $136,294-92.1% | $70,131-84.7% |
| Participation rate | 25.9% | 74.2%-48.2pp | 81.9%-56.0pp | 69.5%-43.6pp |
| Annual return | 32.60% | 31.45%+1.1pp | 5155.94%-5123.3pp | 73.14%-40.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,573 | $5,051-68.9% | $6,247-74.8% | $3,332-52.8% |
| Admin fee / account holder | $888 | $5,420-83.6% | $9,243-90.4% | $4,645-80.9% |