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 | $25,504 | $86,286-70.4% | $111,297-77.1% | $85,850-70.3% |
| Participation rate | 46.1% | 73.3%-27.3pp | 77.3%-31.3pp | 69.3%-23.3pp |
| Annual return | 13.29% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $764 | $2,043-62.6% | $2,731-72.0% | $2,565-70.2% |
| Participant deferral / active EE | $1,014 | $3,641-72.2% | $4,487-77.4% | $3,952-74.4% |
| Admin fee / account holder | $1,613 | $8,188-80.3% | $7,964-79.7% | $6,260-74.2% |