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 3-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 | $19,126 | $79,171-75.8% | $102,423-81.3% | $74,495-74.3% |
| Participation rate | 41.8% | 74.8%-33.0pp | 76.5%-34.6pp | 67.2%-25.4pp |
| Annual return | 14.56% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,034 | $2,362-56.2% | $3,023-65.8% | $2,623-60.6% |
| Participant deferral / active EE | $2,036 | $4,415-53.9% | $5,053-59.7% | $4,346-53.1% |
| Admin fee / account holder | $1,530 | $2,001-23.5% | $9,451-83.8% | $1,942-21.2% |