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 | $21,026 | $152,460-86.2% | $118,746-82.3% | $147,584-85.8% |
| Participation rate | 65.2% | 82.3%-17.0pp | 78.3%-13.1pp | 82.8%-17.6pp |
| Annual return | 11.03% | 17.41%-6.4pp | 24.54%-13.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $4,321 | $5,046-14.4% | $4,193+3.1% | $4,876-11.4% |
| Participant deferral / active EE | $458 | $6,212-92.6% | $5,332-91.4% | $5,439-91.6% |
| Admin fee / account holder | $2,045 | $16,953-87.9% | $10,720-80.9% | $10,885-81.2% |