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 | $16,136 | $76,552-78.9% | $123,892-87.0% | $62,891-74.3% |
| Participation rate | 37.3% | 73.0%-35.6pp | 81.4%-44.1pp | 69.3%-32.0pp |
| Annual return | 627.65% | 18.68%+609.0pp | 47.52%+580.1pp | 20.14%+607.5pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,555 | $4,840-67.9% | $5,984-74.0% | $3,203-51.4% |
| Admin fee / account holder | $2,092 | $4,826-56.6% | $8,357-75.0% | $4,296-51.3% |