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 | $5,566 | $58,726-90.5% | $92,233-94.0% | $62,292-91.1% |
| Participation rate | 26.5% | 68.3%-41.8pp | 76.5%-49.9pp | 69.5%-43.0pp |
| Annual return | 22.42% | 43.62%-21.2pp | 176.28%-153.9pp | 28.90%-6.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $768 | $2,766-72.2% | $3,897-80.3% | $3,169-75.8% |
| Admin fee / account holder | $521 | $556-6.3% | $5,194-90.0% | $479+8.8% |