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 5-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 | $8,327 | $41,078-79.7% | $80,569-89.7% | $71,457-88.3% |
| Participation rate | 13.4% | 50.2%-36.8pp | 67.0%-53.6pp | 67.9%-54.5pp |
| Annual return | 20.16% | 38.45%-18.3pp | 935.43%-915.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $305 | $1,506-79.7% | $2,723-88.8% | $2,588-88.2% |
| Participant deferral / active EE | $523 | $2,699-80.6% | $4,447-88.2% | $4,289-87.8% |
| Admin fee / account holder | $4,289 | $1,840+133.0% | $5,377-20.2% | $1,587+170.2% |