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 | $5,713 | $77,899-92.7% | $149,673-96.2% | $75,163-92.4% |
| Participation rate | 27.0% | 65.6%-38.6pp | 78.8%-51.7pp | 67.2%-40.2pp |
| Annual return | 98.72% | 31.72%+67.0pp | 134.42%-35.7pp | 160.62%-61.9pp |
| Employer contribution / active EE | $497 | $3,137-84.2% | $4,818-89.7% | $2,670-81.4% |
| Participant deferral / active EE | $801 | $3,411-76.5% | $5,680-85.9% | $4,125-80.6% |
| Admin fee / account holder | $455 | $5,956-92.4% | $13,210-96.6% | $5,651-92.0% |