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 | $22,991 | $100,041-77.0% | $149,718-84.6% | $70,131-67.2% |
| Participation rate | 62.1% | 83.6%-21.5pp | 87.1%-25.0pp | 69.5%-7.5pp |
| Annual return | 19.28% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,188 | $3,662-67.6% | $5,445-78.2% | $2,342-49.3% |
| Participant deferral / active EE | $1,702 | $4,983-65.8% | $6,569-74.1% | $3,332-48.9% |
| Admin fee / account holder | $747 | $8,286-91.0% | $11,283-93.4% | $4,645-83.9% |