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 | $16,903 | $91,407-81.5% | $135,903-87.6% | $71,457-76.3% |
| Participation rate | 4.1% | 75.7%-71.5pp | 81.9%-77.8pp | 67.9%-63.8pp |
| Annual return | 75.02% | 29.90%+45.1pp | 68.23%+6.8pp | 28.85%+46.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,706 | $7,092-75.9% | $7,758-78.0% | $4,289-60.2% |
| Admin fee / account holder | $3,664 | $1,266+189.5% | $10,762-66.0% | $1,587+130.8% |