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 | $21,349 | $106,230-79.9% | $80,975-73.6% | - |
| Participation rate | 66.7% | 59.7%+7.0pp | 75.8%-9.1pp | - |
| Annual return | 9.86% | 1.70%+8.2pp | 17.10%-7.2pp | - |
| Employer contribution / active EE | $1,445 | $1,571-8.0% | $3,714-61.1% | - |
| Participant deferral / active EE | $2,642 | $3,737-29.3% | $5,696-53.6% | - |
| Admin fee / account holder | $1,920 | $5,451-64.8% | $5,516-65.2% | - |