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 | $2,650 | $117,983-97.8% | $101,794-97.4% | $142,382-98.1% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.2%-37.6pp | 80.1%-48.5pp |
| Annual return | 16.27% | 36.92%-20.6pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $338 | $4,714-92.8% | $4,084-91.7% | $6,507-94.8% |
| Admin fee / account holder | $52,601 | $10,433+404.2% | $8,777+499.3% | $12,624+316.7% |