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 7-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 | $21,274 | $105,181-79.8% | $159,436-86.7% | $85,850-75.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 15.67% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,453 | $3,318-56.2% | $4,829-69.9% | $2,565-43.4% |
| Participant deferral / active EE | $2,192 | $5,945-63.1% | $7,352-70.2% | $3,952-44.5% |
| Admin fee / account holder | $337 | $6,933-95.1% | $10,799-96.9% | $6,260-94.6% |