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 | $14,095 | $56,054-74.9% | $171,082-91.8% | $62,891-77.6% |
| Participation rate | 62.0% | 62.9%-0.9pp | 76.7%-14.7pp | 69.3%-7.3pp |
| Annual return | 5.56% | 22.52%-17.0pp | 32.56%-27.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $807 | $1,731-53.4% | $4,002-79.8% | $2,281-64.6% |
| Participant deferral / active EE | $945 | $3,158-70.1% | $4,797-80.3% | $3,203-70.5% |
| Admin fee / account holder | $2,464 | $3,647-32.4% | $8,520-71.1% | $4,296-42.6% |