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 4-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 | $13,813 | $178,174-92.2% | $156,181-91.2% | $137,256-89.9% |
| Participation rate | 8.7% | 82.0%-73.3pp | 78.8%-70.1pp | 80.0%-71.3pp |
| Annual return | 14.36% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $214 | $6,888-96.9% | $6,132-96.5% | $6,407-96.7% |
| Admin fee / account holder | $7,879 | $17,404-54.7% | $14,586-46.0% | $12,270-35.8% |