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 9-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 | $6,243 | $65,395-90.5% | $182,532-96.6% | $72,985-91.4% |
| Participation rate | 48.9% | 65.4%-16.6pp | 78.0%-29.1pp | 69.5%-20.6pp |
| Annual return | 23.78% | 27.68%-3.9pp | 148.54%-124.8pp | 81.00%-57.2pp |
| Employer contribution / active EE | $405 | $1,911-78.8% | $4,076-90.1% | $2,440-83.4% |
| Participant deferral / active EE | $793 | $3,563-77.7% | $5,524-85.6% | $3,607-78.0% |
| Admin fee / account holder | $497 | $4,245-88.3% | $8,592-94.2% | $5,124-90.3% |