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 | $9,236 | $76,000-87.8% | $154,107-94.0% | $64,186-85.6% |
| Participation rate | 31.4% | 70.4%-39.0pp | 83.0%-51.7pp | 69.6%-38.2pp |
| Annual return | 5.78% | 30.32%-24.5pp | 735.12%-729.3pp | 7.63%-1.9pp |
| Employer contribution / active EE | $387 | $3,351-88.4% | $5,298-92.7% | $2,381-83.7% |
| Participant deferral / active EE | $730 | $3,175-77.0% | $5,081-85.6% | $3,470-79.0% |
| Admin fee / account holder | $1,633 | $5,596-70.8% | $13,411-87.8% | $4,888-66.6% |