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 | $24,637 | $70,908-65.3% | $98,907-75.1% | $73,488-66.5% |
| Participation rate | 60.2% | 73.8%-13.6pp | 76.0%-15.9pp | 70.7%-10.5pp |
| Annual return | 116.16% | 34.17%+82.0pp | 196.43%-80.3pp | 28.51%+87.7pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,380 | $3,500-60.6% | $4,244-67.5% | $3,740-63.1% |
| Admin fee / account holder | $2,111 | $535+294.7% | $6,642-68.2% | $513+311.5% |