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 | $10,717 | $64,705-83.4% | $62,929-83.0% | $67,986-84.2% |
| Participation rate | 43.0% | 65.6%-22.6pp | 73.1%-30.1pp | 57.2%-14.2pp |
| Annual return | 21.55% | 20.31%+1.2pp | 1063.93%-1042.4pp | 31.67%-10.1pp |
| Employer contribution / active EE | $599 | $2,376-74.8% | $2,505-76.1% | $2,019-70.3% |
| Participant deferral / active EE | $798 | $3,198-75.1% | $3,888-79.5% | $3,358-76.2% |
| Admin fee / account holder | $511 | $1,428-64.2% | $5,065-89.9% | $3,203-84.0% |