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 | $5,035 | $81,248-93.8% | $155,509-96.8% | $80,856-93.8% |
| Participation rate | 40.4% | 66.2%-25.8pp | 78.2%-37.7pp | 67.6%-27.2pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $760 | $3,100-75.5% | $4,672-83.7% | $2,755-72.4% |
| Participant deferral / active EE | $349 | $3,452-89.9% | $5,626-93.8% | $4,296-91.9% |
| Admin fee / account holder | $904 | $7,997-88.7% | $15,912-94.3% | $6,918-86.9% |