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 8-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 | $9,295 | $76,367-87.8% | $93,606-90.1% | $72,985-87.3% |
| Participation rate | 22.2% | 71.7%-49.5pp | 75.8%-53.6pp | 69.5%-47.3pp |
| Annual return | 35.42% | 25.82%+9.6pp | 32.76%+2.7pp | 81.00%-45.6pp |
| Employer contribution / active EE | $458 | $2,275-79.9% | $2,718-83.1% | $2,440-81.2% |
| Participant deferral / active EE | $672 | $3,538-81.0% | $4,069-83.5% | $3,607-81.4% |
| Admin fee / account holder | $376 | $6,838-94.5% | $7,888-95.2% | $5,124-92.7% |