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 9-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 | $10,319 | $83,477-87.6% | $125,175-91.8% | $72,985-85.9% |
| Participation rate | 55.2% | 73.3%-18.1pp | 79.8%-24.6pp | 69.5%-14.3pp |
| Annual return | 28.97% | 25.78%+3.2pp | 43.79%-14.8pp | 81.00%-52.0pp |
| Employer contribution / active EE | $2,809 | $2,345+19.8% | $3,865-27.3% | $2,440+15.1% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $916 | $5,517-83.4% | $9,702-90.6% | $5,124-82.1% |