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 | $29,553 | $86,929-66.0% | $102,423-71.1% | $80,856-63.5% |
| Participation rate | 38.6% | 72.4%-33.7pp | 76.5%-37.9pp | 67.6%-29.0pp |
| Annual return | 11.42% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $916 | $2,369-61.4% | $3,023-69.7% | $2,755-66.8% |
| Participant deferral / active EE | $1,585 | $4,118-61.5% | $5,053-68.6% | $4,296-63.1% |
| Admin fee / account holder | $11,733 | $8,049+45.8% | $9,451+24.1% | $6,918+69.6% |