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 4-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 | $24,133 | $59,417-59.4% | $93,606-74.2% | $74,495-67.6% |
| Participation rate | 24.4% | 59.7%-35.2pp | 68.7%-44.3pp | 67.2%-42.8pp |
| Annual return | 15.12% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $686 | $1,264-45.7% | $2,420-71.6% | $2,623-73.8% |
| Participant deferral / active EE | $1,308 | $3,050-57.1% | $4,411-70.3% | $4,346-69.9% |
| Admin fee / account holder | $1,613 | $3,021-46.6% | $8,285-80.5% | $1,942-17.0% |