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 5-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 | $10,980 | $91,538-88.0% | $129,995-91.6% | $75,163-85.4% |
| Participation rate | 38.7% | 71.4%-32.7pp | 78.5%-39.8pp | 67.2%-28.5pp |
| Annual return | 17.04% | -631.11%+648.1pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,835 | $2,845-35.5% | $4,320-57.5% | $2,670-31.3% |
| Participant deferral / active EE | $1,312 | $4,341-69.8% | $5,820-77.5% | $4,125-68.2% |
| Admin fee / account holder | $2,990 | $6,790-56.0% | $10,614-71.8% | $5,651-47.1% |