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 | $4,545 | $51,576-91.2% | $129,207-96.5% | $80,856-94.4% |
| Participation rate | 60.6% | 57.0%+3.6pp | 69.6%-9.0pp | 67.6%-7.0pp |
| Annual return | 13.12% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $566 | $1,584-64.2% | $4,153-86.4% | $2,755-79.4% |
| Participant deferral / active EE | $664 | $2,669-75.1% | $4,168-84.1% | $4,296-84.6% |
| Admin fee / account holder | $687 | $4,305-84.0% | $7,715-91.1% | $6,918-90.1% |