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 | $7,808 | $228,332-96.6% | $185,823-95.8% | $158,922-95.1% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | 14.63% | 40.80%-26.2pp | 35.95%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $577 | $4,967-88.4% | $4,087-85.9% | $4,761-87.9% |
| Participant deferral / active EE | $1,156 | $6,415-82.0% | $5,632-79.5% | $5,982-80.7% |
| Admin fee / account holder | $1,125 | $11,864-90.5% | $9,500-88.2% | $11,246-90.0% |