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 | $10,986 | $91,037-87.9% | $71,671-84.7% | $147,584-92.6% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 14.20% | 20.48%-6.3pp | 20.65%-6.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $530 | $3,327-84.1% | $2,460-78.4% | $4,876-89.1% |
| Participant deferral / active EE | $681 | $4,498-84.9% | $3,438-80.2% | $5,439-87.5% |
| Admin fee / account holder | $3,226 | $8,613-62.5% | $5,558-42.0% | $10,885-70.4% |