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 | $19,979 | $127,100-84.3% | $105,738-81.1% | $135,375-85.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 76.3%-31.9pp | 82.6%-38.2pp |
| Annual return | 8.62% | 4.49%+4.1pp | 6.27%+2.3pp | 519.73%-511.1pp |
| Employer contribution / active EE | $872 | $4,107-78.8% | $3,268-73.3% | $4,779-81.8% |
| Participant deferral / active EE | $561 | $5,064-88.9% | $4,080-86.3% | $5,609-90.0% |
| Admin fee / account holder | $335 | $9,087-96.3% | $6,913-95.2% | $10,827-96.9% |