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 8-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 | $8,307 | $162,781-94.9% | $133,956-93.8% | $158,922-94.8% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 12.32% | 41.94%-29.6pp | 45.09%-32.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,025 | $5,911-82.7% | $5,048-79.7% | $5,982-82.9% |
| Admin fee / account holder | $745 | $11,736-93.7% | $8,927-91.7% | $11,246-93.4% |