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 6-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 | $5,956 | $78,926-92.5% | $136,749-95.6% | $84,808-93.0% |
| Participation rate | 58.6% | 62.2%-3.6pp | 72.1%-13.5pp | 68.3%-9.7pp |
| Annual return | 50.42% | 18.17%+32.2pp | 24.33%+26.1pp | 40.90%+9.5pp |
| Employer contribution / active EE | $700 | $2,134-67.2% | $3,400-79.4% | $2,631-73.4% |
| Participant deferral / active EE | $511 | $3,168-83.9% | $4,692-89.1% | $4,212-87.9% |
| Admin fee / account holder | $1,399 | $6,369-78.0% | $11,386-87.7% | $7,344-80.9% |