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 | $19,206 | $80,753-76.2% | $136,294-85.9% | $62,292-69.2% |
| Participation rate | 16.5% | 73.5%-57.0pp | 81.9%-65.4pp | 69.5%-53.0pp |
| Annual return | 16.71% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $782 | $5,164-84.8% | $6,247-87.5% | $3,169-75.3% |
| Admin fee / account holder | $531 | $525+1.1% | $9,243-94.3% | $479+10.8% |