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 | $11,737 | $56,972-79.4% | $182,532-93.6% | $65,185-82.0% |
| Participation rate | 43.8% | 66.5%-22.7pp | 78.0%-34.2pp | 70.2%-26.4pp |
| Annual return | 261.62% | 27.67%+233.9pp | 148.54%+113.1pp | 29.38%+232.2pp |
| Employer contribution / active EE | $412 | $1,615-74.5% | $4,076-89.9% | $2,177-81.1% |
| Participant deferral / active EE | $650 | $3,526-81.6% | $5,524-88.2% | $3,514-81.5% |
| Admin fee / account holder | $3,848 | $528+629.0% | $8,592-55.2% | $847+354.2% |