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 9-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 | $10,906 | $58,264-81.3% | $86,612-87.4% | $71,457-84.7% |
| Participation rate | 11.6% | 65.0%-53.4pp | 71.7%-60.1pp | 67.9%-56.3pp |
| Annual return | 18.84% | 21.63%-2.8pp | 591.07%-572.2pp | 28.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $609 | $3,436-82.3% | $4,438-86.3% | $4,289-85.8% |
| Admin fee / account holder | $411 | $1,057-61.1% | $5,614-92.7% | $1,587-74.1% |