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 3-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 | $19,231 | $101,317-81.0% | $146,958-86.9% | $74,495-74.2% |
| Participation rate | 42.1% | 75.5%-33.5pp | 82.2%-40.1pp | 67.2%-25.1pp |
| Annual return | 14.17% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,362 | $3,810-64.2% | $4,933-72.4% | $2,623-48.1% |
| Participant deferral / active EE | $2,293 | $7,303-68.6% | $8,070-71.6% | $4,346-47.2% |
| Admin fee / account holder | $1,540 | $1,739-11.4% | $12,998-88.2% | $1,942-20.7% |