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 3-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 | $1,754 | $127,065-98.6% | $113,168-98.5% | $142,382-98.8% |
| Participation rate | 15.8% | 79.2%-63.4pp | 76.6%-60.8pp | 80.1%-64.3pp |
| Annual return | 33.87% | 24.03%+9.8pp | 24.27%+9.6pp | 217.08%-183.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $203 | $5,716-96.5% | $5,107-96.0% | $6,507-96.9% |
| Admin fee / account holder | $372 | $15,736-97.6% | $12,068-96.9% | $12,624-97.1% |