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 | $13,674 | $56,199-75.7% | $67,652-79.8% | $59,632-77.1% |
| Participation rate | 57.8% | 71.5%-13.6pp | 75.7%-17.8pp | 68.7%-10.8pp |
| Annual return | 0.42% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $798 | $1,614-50.5% | $2,266-64.8% | $2,203-63.7% |
| Participant deferral / active EE | $1,210 | $2,844-57.4% | $3,560-66.0% | $3,192-62.1% |
| Admin fee / account holder | $1,073 | $3,958-72.9% | $4,821-77.7% | $4,297-75.0% |