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 | $5,834 | $58,694-90.1% | $142,863-95.9% | $85,850-93.2% |
| Participation rate | 34.0% | 58.5%-24.5pp | 71.9%-38.0pp | 69.3%-35.4pp |
| Annual return | 15.22% | 27.72%-12.5pp | 5637.54%-5622.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $903 | $1,423-36.5% | $4,144-78.2% | $2,565-64.8% |
| Participant deferral / active EE | $585 | $2,607-77.6% | $3,837-84.8% | $3,952-85.2% |
| Admin fee / account holder | $1,096 | $4,239-74.1% | $6,560-83.3% | $6,260-82.5% |