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 | $1,391 | $85,202-98.4% | $172,739-99.2% | $72,985-98.1% |
| Participation rate | 9.1% | 70.1%-61.0pp | 82.6%-73.6pp | 69.5%-60.4pp |
| Annual return | 19.68% | 27.32%-7.6pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $140 | $3,260-95.7% | $5,198-97.3% | $3,607-96.1% |
| Admin fee / account holder | $632 | $5,884-89.3% | $13,954-95.5% | $5,124-87.7% |