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 | $20,000 | $87,841-77.2% | $133,980-85.1% | $62,891-68.2% |
| Participation rate | 57.6% | 83.4%-25.8pp | 87.1%-29.5pp | 69.3%-11.7pp |
| Annual return | 6.89% | 12.05%-5.2pp | 29.30%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,289 | $3,483-63.0% | $5,211-75.3% | $2,281-43.5% |
| Participant deferral / active EE | $1,644 | $4,812-65.8% | $6,282-73.8% | $3,203-48.7% |
| Admin fee / account holder | $526 | $5,371-90.2% | $9,324-94.4% | $4,296-87.7% |