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 5-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 | $2,713 | $95,266-97.2% | $82,389-96.7% | $142,382-98.1% |
| Participation rate | 61.5% | 74.5%-12.9pp | 69.5%-8.0pp | 80.1%-18.6pp |
| Annual return | 21.96% | 25.74%-3.8pp | 28.67%-6.7pp | 217.08%-195.1pp |
| Employer contribution / active EE | $502 | $2,991-83.2% | $2,517-80.0% | $4,299-88.3% |
| Participant deferral / active EE | $631 | $4,809-86.9% | $4,155-84.8% | $6,507-90.3% |
| Admin fee / account holder | $324 | $8,563-96.2% | $7,231-95.5% | $12,624-97.4% |