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 | $14,164 | $65,561-78.4% | $86,188-83.6% | $75,163-81.2% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.2pp | 67.2%-30.5pp |
| Annual return | 12.89% | 46.05%-33.2pp | 1168.45%-1155.6pp | 160.62%-147.7pp |
| Employer contribution / active EE | $415 | $1,553-73.2% | $2,380-82.5% | $2,670-84.4% |
| Participant deferral / active EE | $1,030 | $3,024-65.9% | $3,985-74.2% | $4,125-75.0% |
| Admin fee / account holder | $367 | $5,474-93.3% | $6,852-94.6% | $5,651-93.5% |