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 4-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 | $6,291 | $51,576-87.8% | $129,207-95.1% | $80,856-92.2% |
| Participation rate | 10.8% | 57.0%-46.2pp | 69.6%-58.8pp | 67.6%-56.8pp |
| Annual return | 11.40% | 20.81%-9.4pp | 9417.33%-9405.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $311 | $2,669-88.4% | $4,168-92.5% | $4,296-92.8% |
| Admin fee / account holder | $1,420 | $4,305-67.0% | $7,715-81.6% | $6,918-79.5% |