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 6-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 | $7,175 | $176,056-95.9% | $159,436-95.5% | $167,490-95.7% |
| Participation rate | 65.0% | 84.9%-19.9pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 16.85% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,322 | $5,297-75.0% | $4,829-72.6% | $4,837-72.7% |
| Participant deferral / active EE | $1,561 | $7,750-79.9% | $7,352-78.8% | $6,341-75.4% |
| Admin fee / account holder | $622 | $12,554-95.0% | $10,799-94.2% | $12,309-95.0% |