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 | $13,750 | $109,413-87.4% | $156,263-91.2% | $84,808-83.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 54.33% | 20.18%+34.2pp | 59.47%-5.1pp | 40.90%+13.4pp |
| Employer contribution / active EE | $1,392 | $2,907-52.1% | $4,333-67.9% | $2,631-47.1% |
| Participant deferral / active EE | $1,713 | $4,590-62.7% | $6,158-72.2% | $4,212-59.3% |
| Admin fee / account holder | $3,072 | $9,357-67.2% | $14,255-78.4% | $7,344-58.2% |