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 | $3,632 | $85,202-95.7% | $172,739-97.9% | $72,985-95.0% |
| Participation rate | 43.3% | 70.1%-26.7pp | 82.6%-39.3pp | 69.5%-26.2pp |
| Annual return | 23.76% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $430 | $3,324-87.1% | $5,143-91.6% | $2,440-82.4% |
| Participant deferral / active EE | $515 | $3,260-84.2% | $5,198-90.1% | $3,607-85.7% |
| Admin fee / account holder | $696 | $5,884-88.2% | $13,954-95.0% | $5,124-86.4% |