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 | $10,730 | $175,202-93.9% | $149,673-92.8% | $139,434-92.3% |
| Participation rate | 31.6% | 83.4%-51.8pp | 78.8%-47.2pp | 80.3%-48.7pp |
| Annual return | 21.24% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,832 | $5,474-48.3% | $4,818-41.2% | $4,751-40.4% |
| Participant deferral / active EE | $1,759 | $6,519-73.0% | $5,680-69.0% | $6,710-73.8% |
| Admin fee / account holder | $1,154 | $16,150-92.9% | $13,210-91.3% | $11,403-89.9% |