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 | $10,922 | $46,722-76.6% | $130,648-91.6% | $65,185-83.2% |
| Participation rate | 29.4% | 60.9%-31.5pp | 71.7%-42.3pp | 70.2%-40.8pp |
| Annual return | 23.91% | 24.17%-0.3pp | 1708.96%-1685.0pp | 29.38%-5.5pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $725 | $2,545-71.5% | $3,603-79.9% | $3,514-79.4% |
| Admin fee / account holder | $2,555 | $453+464.1% | $5,464-53.3% | $847+201.6% |