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 | $6,014 | $130,194-95.4% | $169,993-96.5% | $71,457-91.6% |
| Participation rate | 46.2% | 86.1%-39.9pp | 87.0%-40.8pp | 67.9%-21.7pp |
| Annual return | 22.88% | 20.37%+2.5pp | 53.37%-30.5pp | 28.85%-6.0pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,615 | $6,923-76.7% | $10,408-84.5% | $4,289-62.3% |
| Admin fee / account holder | $334 | $966-65.4% | $12,815-97.4% | $1,587-78.9% |