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 7-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 | $12,596 | $76,000-83.4% | $154,107-91.8% | $64,186-80.4% |
| Participation rate | 20.5% | 70.4%-49.9pp | 83.0%-62.5pp | 69.6%-49.1pp |
| Annual return | 92.44% | 30.32%+62.1pp | 735.12%-642.7pp | 7.63%+84.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $440 | $3,175-86.1% | $5,081-91.3% | $3,470-87.3% |
| Admin fee / account holder | $1,415 | $5,596-74.7% | $13,411-89.5% | $4,888-71.1% |